Q3 2015 Holdings
Filed 2015-11-16 | 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 | $409.9K | 13,648,488 | 20.7% |
| CBS Corp New | CL B | 124857202 | $301.6K | 7,559,409 | 15.2% |
| Hanesbrands Inc(HN9) | COM | 410345102 | $266.3K | 9,201,556 | 13.5% |
| Express Scripts Hldg Co | COM | 30219G108 | $258.2K | 3,189,475 | 13.0% |
| Tempur Sealy Intl Inc(SGI) | COM | 88023U101 | $230.2K | 3,222,083 | 11.6% |
| American Intl Group Inc(AIG) | COM NEW | 026874784 | $221.3K | 3,894,164 | 11.2% |
| Sensata Technologies Hldg NV(ST) | SHS | N7902X106 | $144.2K | 3,251,747 | 7.3% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $88.0K | 758,249 | 4.4% |
| Laboratory Corp Amer Hldgs | COM NEW | 50540R409 | $59.2K | 546,172 | 3.0% |
| Time Warner Cable Inc | COM | 88732J207 | $897 | 5,000 | 0.0% |