Q4 2013 Holdings
Filed 2014-02-14 | 57 holdings | $4.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Crown Castle Intl Corp | COM | 228227104 | $200.0K | 2,723,796 | 4.1% |
| General Mtrs Co(GM) | COM | 37045V100 | $214.2K | 5,240,000 | 4.4% |
| TW Telecom Inc | COM | 87311L104 | $233.4K | 7,660,595 | 4.8% |
| Level 3 Communications Inc | COM NEW | 52729N308 | $262.9K | 7,924,487 | 5.4% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $307.6K | 2,762,844 | 6.4% |
| Williams COS Inc del(WMB) | COM | 969457100 | $524.7K | 13,603,266 | 10.9% |
| Fidelity National Financial | CL A | 31620R105 | $593.4K | 18,285,547 | 12.3% |