Q3 2015 Holdings
Filed 2015-11-12 | 7 holdings | $472.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Schwab Charles Corp New(SCHW) | COM | 808513105 | $85.7K | 3,000,000 | 18.1% |
| Charter Communication Inc D | CL A NEW | 16117M305 | $79.1K | 450,000 | 16.7% |
| Liberty Global PLC | SHS CL C | G5480U120 | $73.8K | 1,800,000 | 15.6% |
| Transdigm Group Inc(TDG) | COM | 893641100 | $69.0K | 325,000 | 14.6% |
| Moodys Corp(MCO) | COM | 615369105 | $61.4K | 625,000 | 13.0% |
| Davita Healthcare Partners Inc(DVA) | COM | 23918K108 | $54.2K | 750,000 | 11.5% |
| Progressive Corp Ohio(PGR) | COM | 743315103 | $49.3K | 1,610,000 | 10.4% |