Q4 2014 Holdings
Filed 2015-02-11 | 6 holdings | $281.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Schwab Charles Corp(SCHW) | COM | 808513105 | $75.5K | 2,500,000 | 26.8% |
| Liberty Global PLC | SHS CL C | G5480U120 | $48.3K | 1,000,000 | 17.2% |
| Progressive Corp Ohio(PGR) | COM | 743315103 | $43.5K | 1,610,000 | 15.5% |
| Davita Healthcare Partners Inc(DVA) | COM | 23918K108 | $41.7K | 550,000 | 14.8% |
| Charter Communication Inc D | CL A NEW | 16117M305 | $38.3K | 230,000 | 13.6% |
| Carnival Corp(CCL) | PAIRED CTF | 143658300 | $34.0K | 750,000 | 12.1% |