Q1 2015 Holdings
Filed 2015-05-15 | 11 holdings | $978.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Howard Hughes Corp(HHC*) | COM | 44267D107 | $131.8K | 850,000 | 13.5% |
| Valeant Pharmaceuticals Intl | COM | 91911K102 | $129.1K | 650,000 | 13.2% |
| Platform Specialty Prods COR | COM | 72766Q105 | $128.3K | 5,000,000 | 13.1% |
| Allison Transmission Hldgs I(ALSN) | COM | 01973R101 | $119.8K | 3,750,000 | 12.2% |
| Sensata Technologies Hldg NV(ST) | SHS | N7902X106 | $103.4K | 1,800,000 | 10.6% |
| Monsanto Co New | COM | 61166W101 | $95.7K | 850,000 | 9.8% |
| Twenty First Centy FOX Inc | CL B | 90130A200 | $92.1K | 2,800,000 | 9.4% |
| Citigroup Inc(C) | COM NEW | 172967424 | $67.0K | 1,300,000 | 6.8% |
| Jarden Corp | COM | 471109108 | $66.1K | 1,250,000 | 6.8% |
| American Intl Group Inc(AIG) | COM NEW | 026874784 | $41.1K | 750,000 | 4.2% |
| IMS Health Hldgs Inc | COM | 44970B109 | $3.7K | 136,750 | 0.4% |