Q4 2017 Holdings
Filed 2018-02-14 | 58 holdings | $569.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Shire PLC | SPONSORED ADR | 82481R106 | $890.2K | 5,738,610 | 0.2% |
| F M C Corp(FMC) | COM NEW | 302491303 | $1.0M | 10,668,384 | 0.2% |
| Dowdupont Inc | COM | 26078J100 | $1.1M | 14,933,459 | 0.2% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $1.1M | 12,351,122 | 0.2% |
| Conduent Inc(CNDT) | COM | 206787103 | $82.1M | 5,081,773 | 14.4% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $132.0M | 1,364,449 | 23.2% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $160.2M | 476,929 | 28.1% |
| Brookdale SR Living Inc(BKD) | COM | 112463104 | $177.0M | 18,250,718 | 31.1% |