Q3 2015 Holdings
Filed 2015-11-12 | 6 holdings | $33.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ambac Finl Group Inc(OSG) | COM NEW | 023139884 | $28.7M | 1,985,785 | 85.1% |
| Time Warner Cable Inc | COM | 88732J207 | $3.0M | 16,599,787 | 8.8% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $1.2M | 20,880,160 | 3.5% |
| Moodys Corp(MCO) | COM | 615369105 | $382.4K | 3,894,104 | 1.1% |
| American Express Co(AXP) | COM | 025816109 | $298.7K | 4,029,792 | 0.9% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $201.5K | 1,466,226 | 0.6% |