Consu as of June 30, 2014
Portfolio Holdings for Consu
Consu holds 12 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sensata Technologies Hldg Bv | 11.4 | $122M | 2.6M | 46.78 | |
| Jarden Corporation | 10.7 | $115M | 1.9M | 59.35 | |
| Comcast Corporation (CMCSA) | 10.7 | $114M | 2.1M | 53.68 | |
| Twenty-first Century Fox | 10.3 | $110M | 3.1M | 35.15 | |
| Citigroup (C) | 10.1 | $108M | 2.3M | 47.10 | |
| Valeant Pharmaceuticals Int | 9.0 | $96M | 761k | 126.12 | |
| Dollar General (DG) | 8.4 | $90M | 1.6M | 57.36 | |
| Howard Hughes | 8.1 | $86M | 548k | 157.83 | |
| Platform Specialty Prods Cor | 6.6 | $71M | 2.5M | 28.03 | |
| Hca Holdings (HCA) | 5.7 | $61M | 1.1M | 56.38 | |
| Allison Transmission Hldngs I (ALSN) | 5.4 | $58M | 1.8M | 31.10 | |
| E TRADE Financial Corporation | 3.7 | $40M | 1.9M | 21.26 |
