Q4 2017 Holdings
Filed 2018-02-14 | 10 holdings | $1.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Hanesbrands Inc(HN9) | COM | 410345102 | $261.1K | 12,488,544 | 17.8% |
| Commscope Hldg Co Inc(VISN) | COM | 20337X109 | $259.9K | 6,871,036 | 17.7% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $216.7K | 2,466,766 | 14.7% |
| CBS Corp New | CL B | 124857202 | $187.0K | 3,169,073 | 12.7% |
| Liberty Interactive Corp | LBT VEN COM A NE | 53071M856 | $149.7K | 2,760,203 | 10.2% |
| Discovery Communicatns New(DISCKUSD) | COM SER C | 25470F302 | $138.0K | 6,520,760 | 9.4% |
| Express Scripts Hldg Co | COM | 30219G108 | $135.5K | 1,815,653 | 9.2% |
| Liberty Media Corp Delaware(LSXMKUSD) | COM C SIRIUSXM | 531229607 | $93.6K | 2,361,268 | 6.4% |
| Liberty Media Corp Delaware(LM03) | COM A SIRIUSXM | 531229409 | $29.3K | 739,153 | 2.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $212 | 960 | 0.0% |