Holdings
| TIME WARNER CABLE INC | $2.96B | 68.4% | 16,599,787 | — | — | — |
| CMCSA COMCAST CORP-CLASS A | $808.7M | 18.7% | 13,446,161 | — | — | — |
| MCO MOODY'S CORP | $420.4M | 9.7% | 3,894,104 | — | — | — |
| AXP AMERICAN EXPRESS CO | $104.6M | 2.4% | 1,346,069 | — | — | — |
| OSG OCTAVE SPECIALTY GROUP INC | $33.0M | 0.8% | 1,985,785 | — | — | — |
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.