Q1 2015 Holdings
Filed 2015-05-05 | 14 holdings | $282.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Wal-Mart Stores Inc(WMT) | COM | 931142103 | $49.4K | 600,000 | 17.4% |
| Grainger W W Inc(GWW) | COM | 384802104 | $42.4K | 180,000 | 15.0% |
| Home Depot Inc(HD) | COM | 437076102 | $34.1K | 300,000 | 12.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $32.5K | 800,000 | 11.5% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $21.6K | 150,000 | 7.7% |
| Priceline GRP Inc | COM NEW | 741503403 | $17.5K | 15,000 | 6.2% |
| Aetna Inc New | COM | 00817Y108 | $16.0K | 150,000 | 5.6% |
| Potash Corp Sask Inc | COM | 73755L107 | $14.5K | 450,000 | 5.1% |
| Baxter Intl Inc(BAX) | COM | 071813109 | $13.7K | 200,000 | 4.8% |
| Schlumberger LTD(SLB) | COM | 806857108 | $13.4K | 160,000 | 4.7% |
| Wells Fargo & Co New(WFC) | COM | 949746101 | $10.9K | 200,000 | 3.8% |
| Pepsico Inc(PEP) | COM | 713448108 | $7.2K | 75,000 | 2.5% |
| Kansas City Southern | COM NEW | 485170302 | $5.1K | 50,000 | 1.8% |
| Accenture PLC Ireland(ACN) | SHS CLASS A | G1151C101 | $4.7K | 50,000 | 1.7% |