Q3 2015 Holdings
Filed 2015-11-16 | 13 holdings | $947.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Sensata Technologies Hldg NV(ST) | SHS | N7902X106 | $121.9K | 2,750,000 | 12.9% |
| Charter Communications Inc D | CL A NEW | 16117M305 | $114.3K | 650,000 | 12.1% |
| Howard Hughes Corp(HHC*) | COM | 44267D107 | $103.3K | 900,000 | 10.9% |
| Valeant Pharmaceuticals Intl | COM | 91911K102 | $89.2K | 500,000 | 9.4% |
| Allison Transmission Hldgs I(ALSN) | COM | 01973R101 | $86.7K | 3,250,000 | 9.2% |
| Allergan PLC | SHS | G0177J108 | $81.5K | 300,000 | 8.6% |
| HCA Holdings Inc(HCA) | COM | 40412C101 | $77.4K | 1,000,000 | 8.2% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $55.0K | 450,000 | 5.8% |
| Jarden Corp | COM | 471109108 | $55.0K | 1,125,000 | 5.8% |
| Davita Healthcare Partners I(DVA) | COM | 23918K108 | $54.2K | 750,000 | 5.7% |
| Platform Specialty Prods COR | COM | 72766Q105 | $44.3K | 3,500,000 | 4.7% |
| Berkshire Hathaway Inc del | CL B NEW | 84670702 | $33.0K | 253,060 | 3.5% |
| American Intl Group Inc | COM NEW | 26874784 | $31.3K | 550,000 | 3.3% |