Q3 2017 Holdings
Filed 2017-11-14 | 12 holdings | $747.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $153.9K | 4,000,000 | 20.6% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $123.7K | 675,000 | 16.6% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $119.4K | 1,500,000 | 16.0% |
| Howard Hughes Corp(HHC*) | COM | 44267D107 | $59.0K | 500,000 | 7.9% |
| Davita Inc(DVA) | COM | 23918K108 | $53.5K | 900,000 | 7.2% |
| Starbucks Corp(SBUX) | COM | 855244109 | $48.3K | 900,000 | 6.5% |
| Nike Inc(NKE) | CL B | 654106103 | $44.1K | 850,000 | 5.9% |
| Quintiles IMS Holdings Inc | COM | 74876Y101 | $38.0K | 400,000 | 5.1% |
| Thermo Fisher Scientific Inc(TMO) | COM | 883556102 | $33.1K | 175,000 | 4.4% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $28.7K | 300,000 | 3.8% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $24.3K | 25,000 | 3.3% |
| Visa Inc(V) | COM CL A | 92826C839 | $21.0K | 200,000 | 2.8% |