Q2 2016 Holdings
Filed 2016-08-15 | 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 | $476.5K | 15,355,114 | 25.1% |
| CBS Corp New | CL B | 124857202 | $372.9K | 6,849,839 | 19.6% |
| Express Scripts Hldg Co | COM | 30219G108 | $315.8K | 4,166,522 | 16.6% |
| Hanesbrands Inc(HN9) | COM | 410345102 | $302.2K | 12,025,603 | 15.9% |
| Tempur Sealy Intl Inc(SGI) | COM | 88023U101 | $205.5K | 3,714,848 | 10.8% |
| Laboratory Corp Amer Hldgs | COM NEW | 50540R409 | $143.6K | 1,102,068 | 7.6% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $84.3K | 596,702 | 4.4% |