Q2 2015 Holdings
Filed 2015-08-14 | 7 holdings | $391.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Schwab Charles Corp New(SCHW) | COM | 808513105 | $81.6K | 2,500,000 | 20.8% |
| Charter Communication Inc D | CL A NEW | 16117M305 | $68.5K | 400,000 | 17.5% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $61.8K | 275,000 | 15.8% |
| Liberty Global PLC | SHS CL C | G5480U120 | $50.6K | 1,000,000 | 12.9% |
| Progressive Corp Ohio(PGR) | COM | 743315103 | $44.8K | 1,610,000 | 11.4% |
| Davita Healthcare Partners Inc(DVA) | COM | 23918K108 | $43.7K | 550,000 | 11.2% |
| Moodys Corp(MCO) | COM | 615369105 | $40.5K | 375,000 | 10.3% |