Q4 2014 Holdings
Filed 2015-01-07 | 5 holdings | $1.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Western Digital Corp(WDC) | Common Stock | 958102105 | $775.6K | 7,006,766 | 46.2% |
| Micron Technology Inc(MU) | Common Stock | 595112103 | $482.9K | 13,793,680 | 28.8% |
| Apple Inc(AAPL) | Common Stock | 037833100 | $209.5K | 1,898,125 | 12.5% |
| Peabody Energy Corp | Common Stock | 704549104 | $109.3K | 14,123,565 | 6.5% |
| Pitney Bowes Inc(PBI) | Common Stock | 724479100 | $100.6K | 4,126,203 | 6.0% |