Q3 2016 Holdings
Filed 2016-11-14 | 7 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 | $460.7K | 15,300,015 | 26.6% |
| Hanesbrands Inc(HN9) | COM | 410345102 | $317.3K | 12,565,734 | 18.3% |
| Express Scripts Hldg Co | COM | 30219G108 | $292.2K | 4,143,027 | 16.8% |
| CBS Corp New | CL B | 124857202 | $265.0K | 4,841,699 | 15.3% |
| Tempur Sealy Intl Inc(SGI) | COM | 88023U101 | $190.2K | 3,352,883 | 11.0% |
| Laboratory Corp Amer Hldgs | COM NEW | 50540R409 | $140.4K | 1,021,277 | 8.1% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $68.9K | 492,402 | 4.0% |