Q4 2015 Holdings
Filed 2016-02-16 | 13 holdings | $764.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Charter Communications Inc D | CL A NEW | 16117M305 | $105.3K | 575,000 | 13.8% |
| Howard Hughes Corp(HHC*) | COM | 44267D107 | $101.8K | 900,000 | 13.3% |
| Berkshire Hathaway Inc del | CL B NEW | 84670702 | $99.0K | 750,000 | 13.0% |
| Allison Transmission Hldgs I(ALSN) | COM | 01973R101 | $84.1K | 3,250,000 | 11.0% |
| HCA Holdings Inc(HCA) | COM | 40412C101 | $81.2K | 1,200,000 | 10.6% |
| Sensata Technologies Hldg NV(ST) | SHS | N7902X106 | $80.6K | 1,750,000 | 10.5% |
| Davita Healthcare Partners I(DVA) | COM | 23918K108 | $52.3K | 750,000 | 6.8% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $35.5K | 250,000 | 4.6% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $28.2K | 500,000 | 3.7% |
| Platform Specialty Prods COR | COM | 72766Q105 | $25.7K | 2,000,000 | 3.4% |
| Valeant Pharmaceuticals Intl | COM | 91911K102 | $25.4K | 250,000 | 3.3% |
| Monsanto Co New | COM | 61166W101 | $24.6K | 250,000 | 3.2% |
| Visa Inc(V) | COM CL A | 92826C839 | $20.6K | 265,000 | 2.7% |