Consu as of June 30, 2015
Portfolio Holdings for Consu
Consu holds 11 positions in its portfolio as reported in the June 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Valeant Pharmaceuticals Int | 13.1 | $144M | 650k | 222.15 | |
| Allison Transmission Hldngs I (ALSN) | 11.9 | $132M | 4.5M | 29.26 | |
| Howard Hughes | 11.7 | $129M | 900k | 143.54 | |
| Platform Specialty Prods Cor | 11.6 | $128M | 5.0M | 25.58 | |
| Monsanto Company | 10.9 | $120M | 1.1M | 106.59 | |
| Sensata Technologies Hldg Nv SHS | 10.8 | $119M | 2.3M | 52.74 | |
| Twenty First Centy Fox CL B | 8.8 | $97M | 3.0M | 32.22 | |
| Nielsen Holdings Nv | 8.1 | $90M | 2.0M | 44.77 | |
| Charter Communications Inc D Cl A New | 7.8 | $86M | 500k | 171.25 | |
| American Intl Group Com New | 4.2 | $46M | 750k | 61.82 | |
| Xpo Logistics Inc equity (XPO) | 1.3 | $14M | 307k | 45.18 |
