Q1 2017 Holdings
Filed 2017-05-15 | 57 holdings | $52.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Apple Inc(AAPL) | COM | 037833100 | $128.1K | 891,340 | 0.2% |
| Time Warner Inc | COM NEW | 887317303 | $150.2K | 1,537,150 | 0.3% |
| Expedia Inc del(EXPE) | COM NEW | 30212P303 | $165.4K | 1,311,171 | 0.3% |
| General Mtrs Co(GM) | COM | 37045V100 | $184.6K | 5,221,926 | 0.4% |
| Coty Inc(COTY) | COM CL A | 222070203 | $9.0M | 495,841 | 17.2% |
| Brookdale SR Living Inc(BKD) | COM | 112463104 | $19.0M | 1,415,664 | 36.4% |
| Carmax Inc(KMX) | COM | 143130102 | $21.4M | 361,812 | 41.0% |