Q4 2014 Holdings
Filed 2015-02-17 | 7 holdings | $16.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Allergan Inc | COM | 018490102 | $5.7M | 26,635,978 | 35.3% |
| AIR Prods & Chems Inc(APD) | COM | 009158106 | $3.0M | 20,549,076 | 18.5% |
| Canadian PAC RY LTD | COM | 13645T100 | $2.7M | 13,940,890 | 16.7% |
| Zoetis Inc(ZTS) | CL A | 98978V103 | $1.8M | 41,569,646 | 11.1% |
| Restaurant Brands Intl Inc(QSR) | COM | 76131D103 | $1.5M | 38,003,984 | 9.2% |
| Platform Specialty Prods COR | COM | 72766Q105 | $992.4K | 42,737,394 | 6.2% |
| Howard Hughes Corp(HHC*) | COM | 44267D107 | $465.3K | 3,568,017 | 2.9% |