| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | COTY INC-CL A | 3,859,014 | 123,372,000 | 31.76% | ||
| 2 | KRAFT HEINZ CO COM | 841,270 | 71,626,000 | 18.44% | ||
| 3 | HRG GROUP INC | 5,274,873 | 67,279,000 | 17.32% | ||
| 4 | TEMPUR SEALY INTL INC COM | 981,455 | 64,678,000 | 16.65% | ||
| 5 | MONDELEZ INTL INC | 918,452 | 37,785,000 | 9.73% | ||
| 6 | PACIFIC DRILLING SA LUXEMBOURG REG SHS | 5,880,923 | 16,466,000 | 4.24% | ||
| 7 | ANHEUSER BUSCH INBEV SA/NV | 25,296 | 3,060,000 | 0.79% | ||
| 8 | COSAN LIMITED | 462,387 | 2,848,000 | 0.73% | ||
| 9 | SIX FLAGS ENTMT CORP NEW | 28,823 | 1,293,000 | 0.33% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000947871-15-000527, filed 2015.08.06).
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.
