Bloombergsen Investment Partners

BloombergSen as of Dec. 31, 2013

Portfolio Holdings for BloombergSen

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Express Scripts Holding 13.5 $158M 2.1M 75.04
Aon 10.8 $127M 1.4M 89.62
Amc Networks Inc Cl A (AMCX) 8.2 $96M 1.3M 72.77
Moody's Corporation (MCO) 8.0 $94M 1.1M 83.84
Wright Express (WEX) 7.8 $91M 863k 105.80
Credit Acceptance (CACC) 7.6 $89M 641k 138.88
Charter Communications 7.5 $87M 598k 146.11
Oracle Corporation (ORCL) 7.1 $83M 2.0M 40.88
Valeant Pharmaceuticals Int 7.0 $81M 693k 117.40
Omni (OMC) 6.7 $78M 986k 79.45
Catamaran 5.6 $65M 1.3M 50.71
Wts Wells Fargo & Co. 5.4 $63M 3.7M 16.99
Comcast Corporation 4.6 $54M 1.0M 53.29
Dfc Global 0.4 $4.6M 400k 11.45