TESUJI PARTNERS LLC c/o Andrew Schaffer as of June 30, 2014
Portfolio Holdings for TESUJI PARTNERS LLC c/o Andrew Schaffer
TESUJI PARTNERS LLC c/o Andrew Schaffer holds 7 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 | 29.6 | $297M | 6.3M | 46.78 | |
| Valeant Pharmaceuticals Int | 17.2 | $173M | 1.4M | 126.12 | |
| Eqix | 13.3 | $133M | 635k | 210.09 | |
| Express Scripts Holding | 12.5 | $125M | 1.8M | 69.33 | |
| Ihs | 10.8 | $108M | 794k | 135.67 | |
| Kinder Morgan Energy Partners | 8.5 | $85M | 1.0M | 82.21 | |
| Kinder Morgan Management | 8.1 | $81M | 1.0M | 78.93 |
