Q2 2013 Holdings
Filed 2013-08-14 | 11 holdings | $486.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Valeant Pharmaceuticals Intl | COM | 91911K102 | $129.1K | 1,500,000 | 26.5% |
| News Corp | CL A | 65248E104 | $122.3K | 3,750,000 | 25.1% |
| Zoetis Inc(ZTS) | CL A | 98978V103 | $47.8K | 1,547,100 | 9.8% |
| Intel Corp(INTC) | COM | 458140100 | $39.0K | 1,610,000 | 8.0% |
| YPF Sociedad Anonima(YPF) | SPON ADR CL D | 984245100 | $37.0K | 2,504,334 | 7.6% |
| Tivo Inc | COM | 888706108 | $30.3K | 2,745,000 | 6.2% |
| Covidien PLC | SHS | G2554F113 | $20.1K | 320,000 | 4.1% |
| Procter & Gamble Co(PG) | COM | 742718109 | $20.0K | 260,000 | 4.1% |
| Dean Foods Co New | COM | 242370104 | $19.8K | 1,980,000 | 4.1% |
| Carefusion Corp | COM | 14170T101 | $10.9K | 295,000 | 2.2% |
| Zynga Inc(ZNGAEUR) | CL A | 98986T108 | $10.2K | 3,665,000 | 2.1% |