Q2 2013 Holdings
Filed 2013-08-14 | 204 holdings | $192.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $5.8M | 236,726 | 3.0% |
| Coty Inc(COTY) | COM CL A | 222070203 | $6.3M | 369,300 | 3.3% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $41.7M | 1,008,752 | 21.7% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $127.0M | 2,437,000 | 66.0% |