Holdings
| SLM SLM CORP | $348.6M | 20.2% | 15,248,864 | — | — | — |
| WU WESTERN UNION CO | $297.1M | 17.2% | 17,362,477 | — | — | — |
| AIG AMERICAN INTERNATIONAL GROUP | $212.1M | 12.3% | 4,745,040 | — | — | — |
| DELL INC | $199.9M | 11.6% | 15,000,000 | — | — | — |
| WAIREUR WESCO AIRCRAFT HOLDINGS INC | $167.6M | 9.7% | 9,025,335 | — | — | — |
| TEVA TEVA PHARMACEUTICAL-SP ADR | $100.4M | 5.8% | 2,561,269 | — | — | — |
| AIZ ASSURANT INC | $76.4M | 4.4% | 1,500,000 | — | — | — |
| ENGILITY HLDGS INC | $75.8M | 4.4% | 2,666,439 | — | — | — |
| CST BRANDS INC | $61.6M | 3.6% | 2,000,000 | — | — | — |
| SANOFI | $59.4M | 3.4% | 31,269,087 | — | — | — |
| BMC SOFTWARE INC | $55.5M | 3.2% | 1,230,000 | — | — | — |
| MANTUSD MANTECH INTERNATIONAL CORP-A | $46.2M | 2.7% | 1,767,330 | — | — | — |
| CLEAR CHANNEL OUTDOOR HLDGS | $25.0M | 1.4% | 3,354,390 | — | — | — |
| RBS 6.125 PERP R ROYAL BK SCOTLND GRP PLC | $2.4M | 0.1% | 115,305 | — | — | — |
| RBS 6.25 PERP P ROYAL BK SCOTLND GRP PLC | $1.2M | 0.1% | 57,380 | — | — | — |
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.