Q1 2016 Holdings
Filed 2016-05-16 | 8 holdings | $282.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Post Hldgs Inc(POST) | COM | 737446104 | $72.1K | 1,048,162 | 25.5% |
| Charter Communications Inc D | CL A NEW | 16117M305 | $61.3K | 302,905 | 21.7% |
| Allergan PLC | SHS | G0177J108 | $58.9K | 219,575 | 20.8% |
| Starz | COM SER A | 85571Q102 | $26.0K | 985,860 | 9.2% |
| Ctrip COM Intl LTD(CTRPUSD) | AMERICAN DEP SHS | 22943F100 | $23.7K | 535,874 | 8.4% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $19.9K | 326,029 | 7.1% |
| Hilltop Holdings Inc(HTH) | COM | 432748101 | $11.3K | 596,884 | 4.0% |
| Valeant Pharmaceuticals Intl | COM | 91911K102 | $9.2K | 350,000 | 3.3% |