Q2 2015 Holdings
Filed 2015-08-14 | 10 holdings | $2.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Commscope Hldg Co Inc(VISN) | COM | 20337X109 | $386.4K | 12,664,823 | 19.3% |
| Express Scripts Hldg Co | COM | 30219G108 | $336.5K | 3,782,945 | 16.8% |
| American Intl Group Inc(AIG) | COM NEW | 026874784 | $237.5K | 3,841,479 | 11.9% |
| Tempur Sealy Intl Inc(SGI) | COM | 88023U101 | $234.1K | 3,552,712 | 11.7% |
| Hanesbrands Inc(HN9) | COM | 410345102 | $232.6K | 6,981,126 | 11.6% |
| CBS Corp New | CL B | 124857202 | $220.8K | 3,979,104 | 11.1% |
| Sensata Technologies Hldg NV(ST) | SHS | N7902X106 | $170.5K | 3,233,147 | 8.5% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $115.4K | 946,299 | 5.8% |
| Laboratory Corp Amer Hldgs | COM NEW | 50540R409 | $63.3K | 522,227 | 3.2% |
| Time Warner Cable Inc | COM | 88732J207 | $891 | 5,000 | 0.0% |