Q1 2018 Holdings
Filed 2018-05-15 | 54 holdings | $209.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $1.2M | 11,859,592 | 0.5% |
| Conduent Inc(CNDT) | COM | 206787103 | $22.9M | 1,228,671 | 10.9% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $56.9M | 182,742 | 27.2% |
| Brookdale SR Living Inc(BKD) | COM | 112463104 | $112.5M | 16,769,719 | 53.8% |