Q4 2020 Holdings
Filed 2021-02-12 | 6 holdings | $629.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Varian Medical Systems Inc(VAREUR) | COM | 92220P105 | $251.1K | 1,434,951 | 39.9% |
| Willis Towers Watson PLC LTD(WTW) | SHS | G96629103 | $135.3K | 642,046 | 21.5% |
| Tiffany & Co(TIFEUR) | COM | 886547108 | $130.7K | 994,000 | 20.8% |
| Navistar Intl Corp New(NAV) | COM | 63934E108 | $87.9K | 2,000,000 | 14.0% |
| China Biologic Products | COM | G21515104 | $24.2K | 205,000 | 3.8% |
| Sina Corp | COM | G81477104 | $55 | 1,296 | 0.0% |