| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HOWARD HUGHES CORP | 1,000,000 | 105,890,000 | 12.95% | ||
| 2 | HCA HOLDINGS INC | 1,350,000 | 105,368,000 | 12.88% | ||
| 3 | Former Charter Communication (Del 5/18/2016) | 500,000 | 101,215,000 | 12.37% | ||
| 4 | DAVITA INC | 1,100,000 | 80,718,000 | 9.87% | ||
| 5 | COMCAST CORP NEW | 1,265,000 | 77,266,000 | 9.45% | ||
| 6 | ALLISON TRANSMISSION HLDGS INC COM | 2,750,000 | 74,195,000 | 9.07% | ||
| 7 | SENSATA TECHNOLOGIES HLDNG PLC SHS | 1,875,000 | 72,825,000 | 8.90% | ||
| 8 | BERKSHIRE HATHAWAY INC DEL | 462,000 | 65,549,000 | 8.01% | ||
| 9 | VISA INC | 850,000 | 65,008,000 | 7.95% | ||
| 10 | WELLS FARGO & CO NEW | 605,000 | 29,258,000 | 3.58% | ||
| 11 | THERMO FISHER SCIENTIFIC INC | 175,000 | 24,778,000 | 3.03% | ||
| 12 | AMERICAN INTL GROUP INC | 175,000 | 9,459,000 | 1.16% | ||
| 13 | PLATFORM SPECIALTY PRODS COR | 750,000 | 6,450,000 | 0.79% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001144204-16-093828, filed 2016.04.12).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
