Q1 2013 Holdings
Filed 2013-08-16 | 3729 holdings | $134.2M | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Autozone Inc(AZO) | CMN | 053332102 | $11.0M | 27,875 | 8.2% |
| Cisco Systems Inc(CSCO) | CMN | 17275R102 | $13.3M | 634,131 | 9.9% |
| DR Horton Inc(DHI) | CMN | 23331A109 | $26.4M | 1,085,695 | 19.7% |