Q1 2016 Holdings
Filed 2016-04-12 | 13 holdings | $818.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Howard Hughes Corp(HHC*) | COM | 44267D107 | $105.9K | 1,000,000 | 12.9% |
| HCA Holdings Inc(HCA) | COM | 40412C101 | $105.4K | 1,350,000 | 12.9% |
| Charter Communications Inc D | CL A NEW | 16117M305 | $101.2K | 500,000 | 12.4% |
| Davita Healthcare Partners I(DVA) | COM | 23918K108 | $80.7K | 1,100,000 | 9.9% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $77.3K | 1,265,000 | 9.4% |
| Allison Transmission Hldgs I(ALSN) | COM | 01973R101 | $74.2K | 2,750,000 | 9.1% |
| Sensata Technologies Hldg NV(ST) | SHS | N7902X106 | $72.8K | 1,875,000 | 8.9% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $65.5K | 462,000 | 8.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $65.0K | 850,000 | 7.9% |
| Wells Fargo & Co New(WFC) | COM | 949746101 | $29.3K | 605,000 | 3.6% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $24.8K | 175,000 | 3.0% |
| American Intl Group Inc(AIG) | COM NEW | 026874784 | $9.5K | 175,000 | 1.2% |
| Platform Specialty Prods COR | COM | 72766Q105 | $6.5K | 750,000 | 0.8% |