Q3 2014 Holdings
Filed 2014-11-14 | 7 holdings | $13.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Allergan Inc | COM | 018490102 | $5.1M | 28,878,538 | 38.3% |
| Canadian PAC RY LTD | COM | 13645T100 | $2.9M | 13,940,890 | 21.5% |
| AIR Prods & Chems Inc(APD) | COM | 009158106 | $2.7M | 20,549,076 | 19.9% |
| Burger King Worldwide Inc | COM | 121220107 | $1.1M | 38,387,865 | 8.5% |
| Platform Specialty Prods COR | COM | 72766Q105 | $834.0K | 33,333,330 | 6.2% |
| Howard Hughes Corp(HHC*) | COM | 44267D107 | $535.2K | 3,568,017 | 4.0% |
| Zoetis Inc(ZTS) | CL A | 98978V103 | $204.6K | 5,536,862 | 1.5% |