Q2 2013 Holdings
Filed 2013-08-14 | 20 holdings | $709.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cheniere Energy Inc(LNG) | COM NEW | 16411R208 | $78.2K | 2,815,400 | 11.0% |
| American Intl Group Inc(AIG) | COM NEW | 026874784 | $66.4K | 1,484,600 | 9.4% |
| Avis Budget Group(CAR) | COM | 053774105 | $59.7K | 2,077,200 | 8.4% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $58.5K | 347 | 8.3% |
| Hertz Global Holdings Inc | COM | 42805T105 | $53.7K | 2,164,000 | 7.6% |
| Google Inc | CL A | 38259P508 | $49.2K | 55,900 | 6.9% |
| Yahoo Inc | COM | 984332106 | $42.0K | 1,672,800 | 5.9% |
| Ctrip COM Intl LTD(CTRPUSD) | AMERICAN DEP SHS | 22943F100 | $33.0K | 1,010,000 | 4.6% |
| Anheuser Busch Inbev SA(BUD) | SPONSORED ADR | 03524A108 | $29.9K | 330,900 | 4.2% |
| Intercontinentalexchange Inc | COM | 45865V100 | $29.7K | 167,000 | 4.2% |
| Groupon Inc | COM CL A | 399473107 | $29.6K | 3,461,000 | 4.2% |
| YUM Brands Inc(YUM) | COM | 988498101 | $29.2K | 421,000 | 4.1% |
| Owens Corning New(OC) | COM | 690742101 | $27.4K | 700,000 | 3.9% |
| Liberty Global PLC | SHS CL A | G5480U104 | $25.9K | 351,900 | 3.6% |
| Colfax Corp | COM | 194014106 | $23.5K | 450,000 | 3.3% |
| E-Commerce China Dangdang in | SPN ADS COM A | 26833A105 | $18.0K | 2,600,000 | 2.5% |
| Liberty Global PLC | SHS CL C | G5480U120 | $17.0K | 249,800 | 2.4% |
| Netflix Inc(NFLX) | COM | 64110L106 | $15.8K | 75,000 | 2.2% |
| Spdr Gold Trust(GLD) | GOLD SHS | 78463V107 | $12.6K | 106,000 | 1.8% |
| Apple Inc(AAPL)Call | COM | 037833100 | $9.9K | 25,000 | 1.4% |