TESUJI PARTNERS LLC c/o Andrew Schaffer as of Dec. 31, 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 December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sensata Technologies Hldg Bv | 26.0 | $406M | 7.7M | 52.41 | |
| Nielsen Holdings Nv | 15.1 | $235M | 5.3M | 44.73 | |
| Valeant Pharmaceuticals Int | 12.6 | $196M | 1.4M | 143.11 | |
| Ihs | 10.1 | $157M | 1.4M | 113.88 | |
| TransDigm Group Incorporated (TDG) | 9.8 | $153M | 777k | 196.35 | |
| Express Scripts Holding | 9.8 | $152M | 1.8M | 84.67 | |
| Eqix | 9.6 | $149M | 656k | 226.73 | |
| Kinder Morgan (KMI) | 7.2 | $112M | 2.6M | 42.31 |
