Q1 2016 Holdings
Filed 2016-05-16 | 7 holdings | $1.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Commscope Hldg Co Inc(VISN) | COM | 20337X109 | $440.4K | 15,774,227 | 23.7% |
| CBS Corp New | CL B | 124857202 | $382.3K | 6,940,424 | 20.5% |
| Hanesbrands Inc(HN9) | COM | 410345102 | $334.6K | 11,805,500 | 18.0% |
| Express Scripts Hldg Co | COM | 30219G108 | $288.7K | 4,203,252 | 15.5% |
| Tempur Sealy Intl Inc(SGI) | COM | 88023U101 | $193.1K | 3,176,488 | 10.4% |
| Laboratory Corp Amer Hldgs | COM NEW | 50540R409 | $130.4K | 1,113,318 | 7.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $91.7K | 711,782 | 4.9% |