Consu as of Dec. 31, 2013
Portfolio Holdings for Consu
Consu holds 15 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 |
|---|---|---|---|---|---|
| Sensata Technologies Hldg Bv SHS | 15.9 | $110M | 2.8M | 38.77 | |
| Target Corporation (TGT) | 13.1 | $91M | 1.4M | 63.27 | |
| Twenty First Centy Fox Cl A | 13.0 | $89M | 2.5M | 35.17 | |
| Allison Transmission Hldngs I (ALSN) | 11.4 | $79M | 2.9M | 27.61 | |
| Oracle Corporation (ORCL) | 10.5 | $73M | 1.9M | 38.26 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 9.2 | $64M | 536k | 118.56 | |
| Thermo Fisher Scientific (TMO) | 5.9 | $40M | 362k | 111.35 | |
| JPMorgan Chase & Co. (JPM) | 5.6 | $39M | 663k | 58.48 | |
| Dillards Cl A (DDS) | 4.2 | $29M | 299k | 97.21 | |
| Valeant Pharmaceuticals Int | 3.7 | $25M | 216k | 117.40 | |
| Comcast Corp Cl A (CMCSA) | 2.5 | $18M | 337k | 51.96 | |
| Liberty Global Shs Cl A | 1.8 | $12M | 136k | 89.00 | |
| Jpmorgan Chase & Co *w Exp 10/28/201 | 1.4 | $9.5M | 487k | 19.39 | |
| Intelsat Sa | 0.9 | $6.2M | 274k | 22.54 | |
| Danaher Corporation (DHR) | 0.8 | $5.4M | 70k | 77.19 |
