Q1 2014 Holdings
Filed 2014-05-15 | 9 holdings | $8.4M | 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 | 30.8% |
| AIR Prods & Chems Inc(APD) | COM | 009158106 | $2.4M | 20,549,076 | 29.2% |
| Burger King Worldwide Inc | COM | 121220107 | $1.0M | 38,387,865 | 12.2% |
| Beam Inc | COM | 073730103 | $972.0K | 11,668,545 | 11.6% |
| Platform Specialty Prods COR | COM | 72766Q105 | $635.0K | 33,333,330 | 7.6% |
| Howard Hughes Corp(HHC*) | COM | 44267D107 | $509.2K | 3,568,017 | 6.1% |
| Apartment Invt & Mgmt Co | CL A | 03748R101 | $113.3K | 3,749,393 | 1.4% |
| Allergan Inc | COM | 018490102 | $74.1K | 597,431 | 0.9% |
| Home Properties Inc | COM | 437306103 | $28.5K | 473,778 | 0.3% |