Q2 2014 Holdings
Filed 2014-08-14 | 15 holdings | $155.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Valeant Pharmaceuticals Intl | COM | 91911K102 | $42.0K | 333,081 | 27.1% |
| Devry ED Group Inc | COM | 251893103 | $34.7K | 820,335 | 22.4% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $23.1K | 314,697 | 14.9% |
| Google Inc | CL A | 38259P508 | $16.5K | 28,221 | 10.6% |
| Google Inc | CL C | 38259P706 | $16.3K | 28,330 | 10.5% |
| Praxair Inc | COM | 74005P104 | $5.6K | 41,895 | 3.6% |
| Neustar Inc | CL A | 64126X201 | $4.6K | 176,642 | 3.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $4.1K | 32,053 | 2.6% |
| Visa Inc(V) | COM CL A | 92826C839 | $2.5K | 11,719 | 1.6% |
| Monsanto Co | COM | 61166W101 | $2.1K | 16,470 | 1.3% |
| Kinder Morgan Inc del | W EXP 05/25/2017 | 49456B119 | $1.6K | 581,911 | 1.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $900 | 8,935 | 0.6% |
| Jacobs Engr Group Inc del(JECUSD) | COM | 469814107 | $439 | 8,000 | 0.3% |
| Norfolk Southern Corp(NSC) | COM | 655844108 | $411 | 3,990 | 0.3% |
| Leucadia National Corporation | COM | 527288104 | $315 | 12,000 | 0.2% |