Consu as of Sept. 30, 2014
Portfolio Holdings for Consu
Consu holds 12 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sensata Technologies Hldg Bv | 13.0 | $134M | 3.0M | 44.53 | |
| Jarden Corporation | 11.2 | $115M | 1.9M | 60.11 | |
| Fox News | 11.2 | $115M | 3.4M | 33.31 | |
| Citigroup (C) | 11.1 | $114M | 2.2M | 51.82 | |
| Allison Transmission Hldngs I (ALSN) | 10.8 | $111M | 3.9M | 28.49 | |
| Valeant Pharmaceuticals Int | 10.4 | $107M | 811k | 131.20 | |
| Howard Hughes | 9.0 | $92M | 614k | 150.00 | |
| Platform Specialty Prods Cor | 6.1 | $63M | 2.5M | 25.02 | |
| E TRADE Financial Corporation | 5.7 | $59M | 2.6M | 22.59 | |
| Dollar General (DG) | 4.7 | $48M | 781k | 61.11 | |
| Oasis Petroleum | 3.9 | $40M | 944k | 41.81 | |
| Monsanto Company | 2.8 | $29M | 253k | 112.51 |
