Holdings
| VALEANT PHARMACEUTICALS INTL | $4.33B | 29.9% | 19,473,933 | — | — | Held |
| APD AIR PRODUCTS & CHEMICALS INC | $2.81B | 19.5% | 20,549,076 | — | — | Held |
| CANADIAN PAC RY LTD | $2.23B | 15.5% | 13,940,890 | — | — | Held |
| ZTS ZOETIS INC | $2.02B | 14.0% | 41,823,145 | — | — | Held |
| QSR RESTAURANT BRANDS INTERN | $1.45B | 10.1% | 38,003,984 | — | — | Held |
| PLATFORM SPECIALTY PRODS COR | $1.09B | 7.6% | 42,737,394 | — | — | Held |
| HHC* HOWARD HUGHES CORP | $512.2M | 3.5% | 3,568,017 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| ACTAVIS PLC | 1,348,358 | $401.3M |
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.