Q4 2013 Holdings
Filed 2014-02-14 | 7 holdings | $8.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Canadian PAC RY LTD | COM | 13645T100 | $2.6M | 17,159,888 | 31.5% |
| AIR Prods & Chems Inc(APD) | COM | 009158106 | $2.3M | 20,549,076 | 27.9% |
| Beam Inc | COM | 073730103 | $1.4M | 20,818,545 | 17.2% |
| Burger King Worldwide Inc | COM | 121220107 | $877.5K | 38,387,865 | 10.7% |
| General Growth Pptys Inc New | COM | 370023103 | $554.4K | 27,624,282 | 6.7% |
| Howard Hughes Corp(HHC*) | COM | 44267D107 | $428.5K | 3,568,017 | 5.2% |
| Procter & Gamble Co(PG) | COM | 742718109 | $60.2K | 739,605 | 0.7% |