Q4 2014 Holdings
Filed 2015-02-17 | 9 holdings | $844.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Valeant Pharmaceuticals Intl | COM | 91911K102 | $116.1K | 811,443 | 13.8% |
| Platform Specialty Prods COR | COM | 72766Q105 | $110.4K | 4,753,170 | 13.1% |
| Sensata Technologies Hldg NV(ST) | SHS | N7902X106 | $109.5K | 2,090,237 | 13.0% |
| Howard Hughes Corp(HHC*) | COM | 44267D107 | $104.4K | 800,580 | 12.4% |
| Twenty First Centy FOX Inc | CL B | 90130A200 | $103.0K | 2,790,747 | 12.2% |
| Jarden Corp | COM | 471109108 | $102.5K | 2,140,544 | 12.1% |
| Monsanto Co New | COM | 61166W101 | $86.9K | 727,526 | 10.3% |
| Citigroup Inc(C) | COM NEW | 172967424 | $59.7K | 1,102,951 | 7.1% |
| Allison Transmission Hldgs I(ALSN) | COM | 01973R101 | $51.7K | 1,524,584 | 6.1% |