Consu as of March 31, 2015
Portfolio Holdings for Consu
Consu holds 11 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Howard Hughes | 13.5 | $132M | 850k | 155.02 | |
| Valeant Pharmaceuticals Int | 13.2 | $129M | 650k | 198.62 | |
| Platform Specialty Prods Cor | 13.1 | $128M | 5.0M | 25.66 | |
| Allison Transmission Hldngs I (ALSN) | 12.2 | $120M | 3.8M | 31.94 | |
| Sensata Technologies Hldg Bv | 10.6 | $103M | 1.8M | 57.45 | |
| Monsanto Company | 9.8 | $96M | 850k | 112.54 | |
| Fox News | 9.4 | $92M | 2.8M | 32.88 | |
| Citigroup (C) | 6.8 | $67M | 1.3M | 51.52 | |
| Jarden Corporation | 6.8 | $66M | 1.3M | 52.90 | |
| American International (AIG) | 4.2 | $41M | 750k | 54.79 | |
| Ims Health Holdings | 0.4 | $3.7M | 137k | 27.07 |
