Q1 2012 Holdings
Filed 2015-08-06 | 7 holdings | $297.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Virgin Media Inc | COM | 92769L101 | $65.7K | 2,630,230 | 22.1% |
| Albemarle Corp(ALB) | COM | 012653101 | $55.5K | 868,288 | 18.7% |
| Nyse Euronext | COM | 629491101 | $50.7K | 1,690,637 | 17.1% |
| Delta AIR Lines Inc del(DAL) | COM NEW | 247361702 | $46.3K | 4,667,700 | 15.5% |
| Western Digital Corp(WDC) | COM | 958102105 | $40.6K | 979,897 | 13.6% |
| Dell Inc | COM | 24702R101 | $20.0K | 1,205,000 | 6.7% |
| Micron Technology Inc(MU) | COM | 595112103 | $18.8K | 2,320,000 | 6.3% |