Q4 2019 Holdings
Filed 2020-08-18 | 14 holdings | $128.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Allergan PLC | SHS | G0177J108 | $29.1K | 152,270 | 22.6% |
| Grifols S A(GRFS) | SP ADR REP B NVT | 398438408 | $13.9K | 597,020 | 10.8% |
| BHP Group PLC(BBL) | SPONSORED ADR | 05545E209 | $13.6K | 288,352 | 10.5% |
| Wright MED Group N V | ORD SHS | N96617118 | $12.3K | 404,350 | 9.6% |
| Ryanair Hldgs PLC(RYAAY) | SPONSORED ADS | 783513203 | $11.9K | 136,195 | 9.2% |
| Wabco Hldgs Inc(WBC1EUR) | COM | 92927K102 | $9.5K | 69,800 | 7.4% |
| FOX Corp(FOX) | CL B COM | 35137L204 | $8.6K | 235,100 | 6.7% |
| Tiffany & Co New(TIFEUR) | COM | 886547108 | $8.6K | 64,000 | 6.7% |
| Heico Corp New(HEI/A) | CL A | 422806208 | $7.7K | 85,755 | 6.0% |
| Lennar Corp(LEN/B) | CL B | 526057302 | $7.2K | 161,588 | 5.6% |
| FOX Corp(FOXA) | CL A COM | 35137L105 | $2.2K | 60,000 | 1.7% |
| Discovery Inc(DISCKUSD) | COM SER C | 25470F302 | $2.1K | 67,630 | 1.6% |
| Occidental Pete Corp(OXY)Call | COM | 674599105 | $1.3K | 4,100 | 1.0% |
| Micro Focus International PLCall | CALL | 594837903 | $697 | 1,986 | 0.5% |