Consu as of Sept. 30, 2015
Portfolio Holdings for Consu
Consu holds 13 positions in its portfolio as reported in the September 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sensata Technologies Hldg Bv | 12.9 | $122M | 2.8M | 44.34 | |
| Charter Communications | 12.1 | $114M | 650k | 175.85 | |
| Howard Hughes | 10.9 | $103M | 900k | 114.74 | |
| Valeant Pharmaceuticals Int | 9.4 | $89M | 500k | 178.38 | |
| Allison Transmission Hldngs I (ALSN) | 9.2 | $87M | 3.3M | 26.69 | |
| Allergan | 8.6 | $82M | 300k | 271.81 | |
| Hca Holdings (HCA) | 8.2 | $77M | 1.0M | 77.36 | |
| Thermo Fisher Scientific (TMO) | 5.8 | $55M | 450k | 122.28 | |
| Jarden Corporation | 5.8 | $55M | 1.1M | 48.88 | |
| DaVita (DVA) | 5.7 | $54M | 750k | 72.33 | |
| Platform Specialty Prods Cor | 4.7 | $44M | 3.5M | 12.65 | |
| Berkshire Hath-cl B | 3.5 | $33M | 253k | 130.40 | |
| Amer Intl Grp Com Usd2.50 | 3.3 | $31M | 550k | 56.82 |
