Q4 2015 Holdings
Filed 2016-02-16 | 8 holdings | $1.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Commscope Hldg Co Inc(VISN) | COM | 20337X109 | $374.7K | 14,473,762 | 21.7% |
| CBS Corp New | CL B | 124857202 | $325.7K | 6,909,644 | 18.9% |
| Hanesbrands Inc(HN9) | COM | 410345102 | $293.8K | 9,982,660 | 17.0% |
| Express Scripts Hldg Co | COM | 30219G108 | $281.9K | 3,224,737 | 16.4% |
| Tempur Sealy Intl Inc(SGI) | COM | 88023U101 | $181.8K | 2,579,808 | 10.5% |
| Laboratory Corp Amer Hldgs | COM NEW | 50540R409 | $111.9K | 904,948 | 6.5% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $83.0K | 705,192 | 4.8% |
| Sensata Technologies Hldg NV(ST) | SHS | N7902X106 | $71.3K | 1,547,180 | 4.1% |