| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CHENIERE ENERGY INC | 2,367,914 | 169,779,000 | 9.49% | ||
| 2 | SANDISK CORP | 1,079,000 | 112,680,000 | 6.30% | ||
| 3 | AVIS BUDGET GROUP | 1,756,200 | 104,828,000 | 5.86% | ||
| 4 | TWENTY FIRST CENTY FOX INC | 2,828,000 | 99,404,000 | 5.56% | ||
| 5 | BERKSHIRE HATHAWAY INC DEL | 480 | 91,152,000 | 5.10% | ||
| 6 | CTRIP COM INTL LTD | 1,413,000 | 90,489,000 | 5.06% | ||
| 7 | Walgreens | 1,109,000 | 82,210,000 | 4.60% | ||
| 8 | Coca Cola Enterprises | 1,689,000 | 80,700,000 | 4.51% | ||
| 9 | PRICELINE GRP INC | 61,100 | 73,503,000 | 4.11% | ||
| 10 | JD COM INC ADR | 2,325,000 | 66,286,000 | 3.71% | ||
| 11 | Questcor | 690,000 | 63,818,000 | 3.57% | Put | |
| 12 | ALLEGION PUB LTD CO | 1,124,344 | 63,728,000 | 3.56% | ||
| 13 | WR GRACE & CO | 669,800 | 63,316,000 | 3.54% | ||
| 14 | MALLINCKRODT PUB LTD CO SHS | 785,965 | 62,893,000 | 3.52% | ||
| 15 | PLATFORM SPECIALTY PRODS COR | 2,178,000 | 61,049,000 | 3.41% | ||
| 16 | COLFAX CORP | 795,000 | 59,259,000 | 3.31% | ||
| 17 | FOREST LABS INC COM | 553,685 | 54,815,000 | 3.06% | ||
| 18 | ALLERGAN PLC | 245,000 | 54,647,000 | 3.05% | ||
| 19 | DOLLAR GEN CORP NEW | 951,000 | 54,549,000 | 3.05% | ||
| 20 | INTERCONTINENTAL EXCHANGE IN | 269,000 | 50,814,000 | 2.84% | ||
| 21 | OI S.A. SPN ADR | 53,114,128 | 45,577,000 | 2.55% | ||
| 22 | PBF ENERGY INC | 1,500,000 | 39,975,000 | 2.23% | ||
| 23 | LIBERTY GLOBAL PLC | 936,500 | 39,623,000 | 2.21% | ||
| 24 | OI S A SPONSORED ADR | 36,220,221 | 35,025,000 | 1.96% | ||
| 25 | BRINKS CO COM | 889,500 | 25,102,000 | 1.40% | Put | |
| 26 | LIBERTY GLOBAL PLC | 383,900 | 16,976,000 | 0.95% | ||
| 27 | SPDR GOLD TR | 106,000 | 13,572,000 | 0.76% | ||
| 28 | CYTOKINETICS INC | 1,785,000 | 8,532,000 | 0.48% | ||
| 29 | FANG HOLDINGS LTD | 471,465 | 4,616,000 | 0.26% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-14-001480, filed 2014.08.14).
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.
