Q1 2015 Holdings
Filed 2015-05-05 | 12 holdings | $1.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Wells Fargo & Co New(WFC) | COM | 949746101 | $187.0K | 3,438,040 | 17.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $180.2K | 1,248,410 | 16.5% |
| Microsoft Corp(MSFT) | COM | 594918104 | $133.9K | 3,293,550 | 12.2% |
| Twenty First Centy FOX Inc | CL B | 90130A200 | $125.1K | 3,804,727 | 11.4% |
| Zoetis Inc(ZTS) | CL A | 98978V103 | $105.3K | 2,275,777 | 9.6% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $91.9K | 1,627,600 | 8.4% |
| Platform Specialty Prods COR | COM | 72766Q105 | $87.7K | 2,250 | 8.0% |
| Armstrong World Inds Inc New(AWI) | COM | 04247X102 | $59.0K | 1,026,285 | 5.4% |
| Davita Healthcare Partners I(DVA) | COM | 23918K108 | $56.7K | 697,575 | 5.2% |
| AIR Prods & Chems Inc(APD) | COM | 009158106 | $28.5K | 188,419 | 2.6% |
| Valeant Pharmaceuticals Intl | COM | 91911K102 | $27.0K | 5,334 | 2.5% |
| Golar LNG LTD Bermuda(GLNG) | SHS | G9456A100 | $11.7K | 351,000 | 1.1% |