Q1 2014 Holdings
Filed 2014-05-13 | 11 holdings | $162.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Devry Inc del | COM | 251893103 | $37.3K | 880,822 | 23.0% |
| Valeant Pharmaceuticals Intl | COM | 91911K102 | $36.6K | 277,812 | 22.6% |
| Google Inc | CL A | 38259P508 | $31.5K | 28,221 | 19.4% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $23.2K | 310,740 | 14.3% |
| Neustar Inc | CL A | 64126X201 | $9.9K | 305,642 | 6.1% |
| Norfolk Southern Corp(NSC) | COM | 655844108 | $9.7K | 99,350 | 6.0% |
| Praxair Inc | COM | 74005P104 | $5.5K | 41,818 | 3.4% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $4.0K | 32,053 | 2.5% |
| Visa Inc(V) | COM CL A | 92826C839 | $2.5K | 11,719 | 1.6% |
| Kinder Morgan Inc del | *W EXP 5//25/201 | 49456B119 | $1.0K | 581,911 | 0.6% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $879 | 9,003 | 0.5% |