Bloombergsen Investment Partners

BloombergSen as of June 30, 2013

Portfolio Holdings for BloombergSen

BloombergSen holds 14 positions in its portfolio as reported in the June 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Express Scripts Holding 15.1 $123M 2.0M 61.74
Aon 10.9 $89M 1.4M 64.35
Charter Communications 8.8 $72M 581k 123.85
Moody's Corporation (MCO) 8.2 $66M 1.1M 60.93
Wright Express (WEX) 7.9 $64M 839k 76.70
Amc Networks Inc Cl A (AMCX) 7.7 $62M 955k 65.33
Oracle Corporation (ORCL) 7.5 $61M 2.0M 30.71
Credit Acceptance (CACC) 6.8 $56M 528k 105.05
Omni (OMC) 6.0 $49M 780k 62.87
Catamaran 5.7 $46M 944k 48.76
Comcast Corporation 5.6 $46M 1.2M 39.67
Wts Wells Fargo & Co. 5.0 $40M 3.0M 13.67
Valeant Pharmaceuticals Int 4.1 $33M 386k 86.08
Dfc Global 0.7 $5.5M 400k 13.81