Q4 2016 Holdings
Filed 2017-02-14 | 8 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 | $439.4K | 11,810,634 | 21.9% |
| Hanesbrands Inc(HN9) | COM | 410345102 | $415.9K | 19,280,352 | 20.7% |
| Express Scripts Hldg Co | COM | 30219G108 | $336.4K | 4,890,182 | 16.7% |
| CBS Corp New | CL B | 124857202 | $268.8K | 4,225,324 | 13.4% |
| Tempur Sealy Intl Inc(SGI) | COM | 88023U101 | $229.8K | 3,364,827 | 11.4% |
| HCA Holdings Inc(HCA) | COM | 40412C101 | $141.8K | 1,915,645 | 7.1% |
| Laboratory Corp Amer Hldgs | COM NEW | 50540R409 | $99.6K | 775,505 | 5.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $77.6K | 484,919 | 3.9% |