Q2 2012 Holdings
Filed 2015-08-06 | 6 holdings | $291.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Virgin Media Inc | COM | 92769L101 | $70.3K | 2,882,630 | 24.1% |
| Delta AIR Lines Inc del(DAL) | COM NEW | 247361702 | $63.1K | 5,763,700 | 21.6% |
| Western Digital Corp(WDC) | COM | 958102105 | $52.1K | 1,709,897 | 17.9% |
| Morgan Stanley(MS) | COM NEW | 617446448 | $47.1K | 3,226,000 | 16.1% |
| Micron Technology Inc(MU) | COM | 595112103 | $38.8K | 6,156,604 | 13.3% |
| Albemarle Corp(ALB) | COM | 012653101 | $20.4K | 342,288 | 7.0% |