Q2 2015 Holdings
Filed 2015-08-14 | 7 holdings | $14.4M | 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 | $4.3M | 19,473,933 | 29.9% |
| AIR Prods & Chems Inc(APD) | COM | 009158106 | $2.8M | 20,549,076 | 19.5% |
| Canadian PAC RY LTD | COM | 13645T100 | $2.2M | 13,940,890 | 15.5% |
| Zoetis Inc(ZTS) | CL A | 98978V103 | $2.0M | 41,823,145 | 14.0% |
| Restaurant Brands Intl Inc(QSR) | COM | 76131D103 | $1.5M | 38,003,984 | 10.1% |
| Platform Specialty Prods COR | COM | 72766Q105 | $1.1M | 42,737,394 | 7.6% |
| Howard Hughes Corp(HHC*) | COM | 44267D107 | $512.2K | 3,568,017 | 3.5% |