BloombergSen as of Sept. 30, 2013
Portfolio Holdings for BloombergSen
BloombergSen holds 14 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Express Scripts Holding | 13.6 | $128M | 2.1M | 61.80 | |
| Aon | 11.0 | $103M | 1.4M | 74.44 | |
| Charter Communications | 8.4 | $79M | 585k | 134.76 | |
| Moody's Corporation (MCO) | 8.2 | $77M | 1.1M | 70.33 | |
| Wright Express (WEX) | 7.9 | $74M | 845k | 87.75 | |
| Valeant Pharmaceuticals Int | 7.5 | $71M | 679k | 104.33 | |
| Credit Acceptance (CACC) | 7.2 | $68M | 615k | 110.81 | |
| Oracle Corporation (ORCL) | 7.0 | $66M | 2.0M | 33.17 | |
| Amc Networks Inc Cl A (AMCX) | 7.0 | $66M | 962k | 68.50 | |
| Omni (OMC) | 6.2 | $58M | 921k | 63.44 | |
| Catamaran | 5.8 | $54M | 1.2M | 45.95 | |
| Wts Wells Fargo & Co. | 5.2 | $49M | 3.5M | 14.04 | |
| Comcast Corporation | 4.6 | $43M | 989k | 43.35 | |
| Dfc Global | 0.5 | $4.4M | 400k | 10.99 |
