Holdings
| TIME WARNER CABLE INC | $3.30B | 61.1% | 16,126,180 | −107,352 | −0.7% | Reduced |
| CMCSA COMCAST CORP-CLASS A | $1.22B | 22.6% | 19,997,460 | −128,700 | −0.6% | Reduced |
| YAHOO INC | $530.2M | 9.8% | 14,403,985 | +14,403,985 | — | New |
| BIDU BAIDU INC - SPON ADR | $227.9M | 4.2% | 1,194,094 | +32,261 | +2.8% | Added |
| ABENGOA YIELD PLC | $78.6M | 1.5% | 4,422,584 | — | — | Held |
| OSG OCTAVE SPECIALTY GROUP INC | $31.4M | 0.6% | 1,985,785 | — | — | Held |
| MCO MOODY'S CORP | $9.9M | 0.2% | 102,239 | −2,965,316 | −96.7% | Reduced |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| AXP AMERICAN EXPRESS CO | 2,725,004 | $189.5M |
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.