Q2 2017 Holdings
Filed 2017-08-14 | 9 holdings | $1.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Hanesbrands Inc(HN9) | COM | 410345102 | $413.6K | 17,859,081 | 29.0% |
| Express Scripts Hldg Co | COM | 30219G108 | $313.1K | 4,904,667 | 22.0% |
| Commscope Hldg Co Inc(VISN) | COM | 20337X109 | $286.9K | 7,544,251 | 20.1% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $194.2K | 2,226,799 | 13.6% |
| CBS Corp New | CL B | 124857202 | $186.8K | 2,929,041 | 13.1% |
| Liberty Media Corp Delaware(LSXMKUSD) | COM C SIRIUSXM | 531229607 | $14.4K | 346,500 | 1.0% |
| Liberty Media Corp Delaware(LM03) | COM A SIRIUSXM | 531229409 | $8.5K | 203,600 | 0.6% |
| Laboratory Corp Amer Hldgs | COM NEW | 50540R409 | $8.2K | 53,332 | 0.6% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $387 | 2,085 | 0.0% |