Portfolio Buy/Sell (reported on 2014-08-14; portfolio on 2014-06-30)

 

Company Ticker Current
Holdings
Action Sell/Buy
Amount
% of change
CHARTER COMMUNICATIONS INC D    (CL A NEW)CCMM 2,309,013 New Buy New Buy
NOW INC    (COM)DNOW 1,825,569 New Buy New Buy
VERIZON COMMUNICATIONS INC    (COM)VZ 15,000,928 Added3,978,185 36.09%
LIBERTY GLOBAL PLC    (SHS CL A)LBTYA 9,866,546 Added2,519,578 34.29%
SUNCOR ENERGY INC NEW    (COM)SU 16,458,330 Added3,458,330 26.60%
VISA INC    (COM CL A)V 1,799,749 Added244,290 15.70%
CHICAGO BRIDGE & IRON CO N V    (N Y REGISTRY SH)CBI 10,701,110 Added1,150,355 12.04%
U S G CORP    (COM NEW)USG 39,002,016 Added4,111,842 11.78%
VERISIGN INC    (COM)VRSN 12,985,000 Added1,299,346 11.11%
GENERAL MTRS CO    (COM)GM 32,960,056 Added2,960,056 9.86%
INTERNATIONAL BUSINESS MACHS    (COM)IBM 70,173,978 Added1,818,894 2.66%
WAL MART STORES INC    (COM)WMT 58,797,259 Added744,847 1.28%
US BANCORP DEL    (COM NEW)USB 80,094,497 Added67,800 0.08%
PRECISION CASTPARTS CORP    (COM)PCP 1,876,622 Reduced100,714 5.09%
NATIONAL OILWELL VARCO INC    (COM)NOV 7,302,278 Reduced1,577,722 17.76%
LIBERTY MEDIA CORP DELAWARE    (CL A)LMCA 4,000,000 Reduced1,300,000 24.52%
DIRECTV    (COM)DTV 23,467,995 Reduced11,046,705 32.00%
PHILLIPS 66    (COM)PSX 6,495,800 Reduced3,245,503 33.31%
CONOCOPHILLIPS    (COM)COP 1,355,228 Reduced9,724,730 87.76%
GRAHAM HLDGS CO    (COM)GHC 107,575 Reduced1,620,190 93.77%
STARZ    (LIBRTY CAP COM A)STRZA 0 Sold Out1,919,541 Sold Out
* Portfolios do not reflect changes after reporting

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