TESUJI PARTNERS LLC c/o Andrew Schaffer as of Sept. 30, 2014
Portfolio Holdings for TESUJI PARTNERS LLC c/o Andrew Schaffer
TESUJI PARTNERS LLC c/o Andrew Schaffer holds 8 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 | 24.3 | $283M | 6.3M | 44.53 | |
| Valeant Pharmaceuticals Int | 15.4 | $180M | 1.4M | 131.20 | |
| TransDigm Group Incorporated (TDG) | 12.3 | $143M | 777k | 184.33 | |
| Eqix | 11.6 | $135M | 635k | 212.48 | |
| Express Scripts Holding | 10.9 | $127M | 1.8M | 70.63 | |
| Ihs | 8.6 | $99M | 794k | 125.19 | |
| Kinder Morgan Management | 8.5 | $99M | 1.0M | 94.15 | |
| Kinder Morgan Energy Partners | 8.3 | $96M | 1.0M | 93.28 |
