Q1 2016 Holdings
Filed 2016-05-05 | 16 holdings | $288.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Grainger W W Inc(GWW) | COM | 384802104 | $35.0K | 150,000 | 12.1% |
| Home Depot Inc(HD) | COM | 437076102 | $30.0K | 225,000 | 10.4% |
| Schlumberger LTD(SLB) | COM | 806857108 | $22.1K | 300,000 | 7.7% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $21.3K | 150,000 | 7.4% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $20.7K | 225,000 | 7.2% |
| Priceline GRP Inc | COM NEW | 741503403 | $19.3K | 15,000 | 6.7% |
| Microsoft Corp(MSFT) | COM | 594918104 | $19.3K | 350,000 | 6.7% |
| Pepsico Inc(PEP) | COM | 713448108 | $17.9K | 175,000 | 6.2% |
| Wal-Mart Stores Inc(WMT) | COM | 931142103 | $17.1K | 250,000 | 5.9% |
| Wells Fargo & Co New(WFC) | COM | 949746101 | $16.9K | 350,000 | 5.9% |
| Kansas City Southern | COM NEW | 485170302 | $15.0K | 175,000 | 5.2% |
| Merck & Co Inc New(MRK) | COM | 58933Y105 | $14.6K | 275,000 | 5.0% |
| Activision Blizzard Inc(ATVIEUR) | COM | 00507V109 | $13.5K | 400,000 | 4.7% |
| Royal Dutch Shell PLC(R6C2) | SPON ADR B | 780259107 | $12.3K | 250,000 | 4.3% |
| National Oilwell Varco Inc(NOVEUR) | COM | 637071101 | $7.8K | 250,000 | 2.7% |
| Honeywell Intl Inc(HON) | COM | 438516106 | $5.6K | 50,000 | 1.9% |