Q4 2017 Holdings
Filed 2018-02-09 | 161 holdings | $319.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mylan NV | COM | N59465109 | $929.9K | 21,978,042 | 0.3% |
| Brighthouse Financial Inc(BHF) | COM | 10922N103 | $24.3M | 413,648 | 7.6% |
| Arrow Electronics Inc(ARW) | COM | 042735100 | $24.5M | 305,140 | 7.7% |
| Chart Industries Inc(GTLS) | COM | 16115Q308 | $60.1M | 1,283,149 | 18.8% |
| Conocophillips(COP) | COM | 20825C104 | $80.4M | 1,465,160 | 25.2% |
| Cisco Systems Inc(CSCO) | COM | 17275R102 | $109.9M | 2,868,976 | 34.4% |