Q1 2015 Holdings
Filed 2015-05-15 | 8 holdings | $15.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Valeant Pharmaceuticals Intl | COM | 91911K102 | $3.9M | 19,473,933 | 25.8% |
| AIR Prods & Chems Inc(APD) | COM | 009158106 | $3.1M | 20,549,076 | 20.8% |
| Canadian PAC RY LTD | COM | 13645T100 | $2.5M | 13,940,890 | 17.0% |
| Zoetis Inc(ZTS) | CL A | 98978V103 | $1.9M | 41,823,145 | 12.9% |
| Restaurant Brands Intl Inc(QSR) | COM | 76131D103 | $1.5M | 38,003,984 | 9.8% |
| Platform Specialty Prods COR | COM | 72766Q105 | $1.1M | 42,737,394 | 7.3% |
| Howard Hughes Corp(HHC*) | COM | 44267D107 | $553.1K | 3,568,017 | 3.7% |
| Actavis PLC | SHS | G0083B108 | $401.3K | 1,348,358 | 2.7% |