Q3 2017 Holdings
Filed 2017-11-14 | 9 holdings | $1.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Hanesbrands Inc(HN9) | COM | 410345102 | $317.5K | 12,884,600 | 24.9% |
| Commscope Hldg Co Inc(VISN) | COM | 20337X109 | $241.5K | 7,270,428 | 19.0% |
| Express Scripts Hldg Co | COM | 30219G108 | $227.0K | 3,584,613 | 17.8% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $202.9K | 2,549,098 | 15.9% |
| CBS Corp New | CL B | 124857202 | $163.9K | 2,825,415 | 12.9% |
| Liberty Media Corp Delaware(LSXMKUSD) | COM C SIRIUSXM | 531229607 | $81.2K | 1,939,967 | 6.4% |
| Liberty Media Corp Delaware(LM03) | COM A SIRIUSXM | 531229409 | $30.6K | 729,970 | 2.4% |
| Laboratory Corp Amer Hldgs | COM NEW | 50540R409 | $8.1K | 53,332 | 0.6% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $408 | 2,085 | 0.0% |