Q2 2015 Holdings
Filed 2015-08-14 | 11 holdings | $1.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Valeant Pharmaceuticals Intl | COM | 91911K102 | $144.4K | 650,000 | 13.1% |
| Allison Transmission Hldgs I(ALSN) | COM | 01973R101 | $131.7K | 4,500,000 | 11.9% |
| Howard Hughes Corp(HHC*) | COM | 44267D107 | $129.2K | 900,000 | 11.7% |
| Platform Specialty Prods COR | COM | 72766Q105 | $127.9K | 5,000,000 | 11.6% |
| Monsanto Co New | COM | 61166W101 | $119.9K | 1,125,000 | 10.9% |
| Sensata Technologies Hldg NV(ST) | SHS | N7902X106 | $118.7K | 2,250,000 | 10.8% |
| Twenty First Centy FOX Inc | CL B | 90130A200 | $96.7K | 3,000,000 | 8.8% |
| Nielsen N V | COM | N63218106 | $89.5K | 2,000,000 | 8.1% |
| Charter Communications Inc D | CL A NEW | 16117M305 | $85.6K | 500,000 | 7.8% |
| American Intl Group Inc | COM NEW | 26874784 | $46.4K | 750,000 | 4.2% |
| XPO Logistics Inc(XPO) | COM | 983793100 | $13.9K | 307,315 | 1.3% |