Q1 2018 Holdings
Filed 2018-05-14 | 53 holdings | $275.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $52.0M | 228,071 | 18.9% |
| Boston Scientific Corp(BSX) | COM | 101137107 | $79.8M | 2,920,903 | 29.0% |
| D R Horton Inc(DHI) | COM | 23331A109 | $82.9M | 1,890,548 | 30.1% |