Q1 2015 Holdings
Filed 2015-05-15 | 9 holdings | $711.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Valeant Pharmaceuticals Intl | COM | 91911K102 | $206.2K | 1,038,371 | 29.0% |
| Actavis PLC | SHS | G0083B108 | $117.0K | 393,193 | 16.4% |
| Charter Communications Inc D | CL A NEW | 16117M305 | $91.3K | 472,708 | 12.8% |
| Kraft Foods Group Inc | COM | 50076Q106 | $88.1K | 1,011,576 | 12.4% |
| Pinnacle Foods Inc del | COM | 72348P104 | $72.6K | 1,777,971 | 10.2% |
| Zayo Group Holdings Inc | COM | 98919V105 | $50.3K | 1,800,000 | 7.1% |
| Calpine Cprp | COM NEW | 131347304 | $38.4K | 1,679,984 | 5.4% |
| Endo Intl PLC | SHS | G30401106 | $35.9K | 400,000 | 5.0% |
| Hilltop Holdings Inc(HTH) | COM | 432748101 | $11.6K | 596,884 | 1.6% |