Q1 2015 Holdings
Filed 2015-05-15 | 6 holdings | $351.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Charter Communication Inc D | CL A NEW | 16117M305 | $77.2K | 400,000 | 22.0% |
| Schwab Charles Corp New(SCHW) | COM | 808513105 | $76.1K | 2,500,000 | 21.6% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $60.1K | 275,000 | 17.1% |
| Liberty Global PLC | SHS CL C | G5480U120 | $49.8K | 1,000,000 | 14.2% |
| Davita Healthcare Partners Inc(DVA) | COM | 23918K108 | $44.7K | 550,000 | 12.7% |
| Progressive Corp Ohio(PGR) | COM | 743315103 | $43.8K | 1,610,000 | 12.4% |