Holdings
| VALEANT PHARMACEUTICALS INTL | $3.87B | 25.8% | 19,473,933 | +19,473,933 | — | New |
| APD AIR PRODUCTS & CHEMICALS INC | $3.11B | 20.8% | 20,549,076 | — | — | Held |
| CANADIAN PAC RY LTD | $2.55B | 17.0% | 13,940,890 | — | — | Held |
| ZTS ZOETIS INC | $1.94B | 12.9% | 41,823,145 | +253,499 | +0.6% | Added |
| QSR RESTAURANT BRANDS INTERN | $1.46B | 9.8% | 38,003,984 | — | — | Held |
| PLATFORM SPECIALTY PRODS COR | $1.10B | 7.3% | 42,737,394 | — | — | Held |
| HHC* HOWARD HUGHES CORP | $553.1M | 3.7% | 3,568,017 | — | — | Held |
| ACTAVIS PLC | $401.3M | 2.7% | 1,348,358 | +1,348,358 | — | New |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| ALLERGAN INC | 26,635,978 | $5.66B |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.