Q2 2014 Holdings
Filed 2014-08-15 | 6 holdings | $443.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cosan LTD(CSAN) | SHS A | G25343107 | $287.0K | 21,167,463 | 64.8% |
| Ishares | PUT | 464287954 | $138.7K | 2,558 | 31.3% |
| Spdr Series Trust(KRE) | S&P REGL BKG | 78464A698 | $10.4K | 257,932 | 2.3% |
| Spdr Series Trust(XHB) | S&P HOMEBUILD | 78464A888 | $5.0K | 153,500 | 1.1% |
| Lennar Corp(LEN) | CL A | 526057104 | $2.1K | 50,000 | 0.5% |