Portfolio Buy/Sell (reported on 2015-02-17; portfolio on 2014-12-31)

 

Company Ticker Current
Holdings
Action Sell/Buy
Amount
% of change
DEERE & CO    (COM)DE 17,096,886 New Buy New Buy
RESTAURANT BRANDS INTL INC    (COM)QSR 8,438,225 New Buy New Buy
TWENTY FIRST CENTY FOX INC    (CL A)FOXA 4,747,397 New Buy New Buy
PRECISION CASTPARTS CORP    (COM)PCP 2,853,688 Added771,466 37.05%
CHARTER COMMUNICATIONS INC D    (CL A NEW)CCMM 6,198,237 Added1,248,141 25.21%
SUNCOR ENERGY INC NEW    (COM)SU 22,354,294 Added3,876,564 20.97%
VISA INC    (COM CL A)V 2,509,290 Added363,000 16.91%
MASTERCARD INC    (CL A)MA 5,399,756 Added684,356 14.51%
VIACOM INC NEW    (CL B)VIA-B 8,634,190 Added925,990 12.01%
INTERNATIONAL BUSINESS MACHS    (COM)IBM 76,971,817 Added6,493,805 9.21%
PHILLIPS 66    (COM)PSX 6,567,600 Added365,200 5.88%
DIRECTV    (COM)DTV 31,353,468 Added1,353,468 4.51%
LIBERTY GLOBAL PLC    (SHS CL A)LBTYA 10,816,324 Added415,317 3.99%
DAVITA HEALTHCARE PARTNERS I    (COM)DVA 38,565,570 Added944,418 2.51%
GENERAL MTRS CO    (COM)GM 41,000,000 Added1,000,000 2.50%
BANK OF NEW YORK MELLON CORP    (COM)BK 22,012,603 Reduced1,365,000 5.83%
NATIONAL OILWELL VARCO INC    (COM)NOV 5,258,385 Reduced1,123,975 17.61%
CONOCOPHILLIPS    (COM)COP 0 Sold Out471,994 Sold Out
EXXON MOBIL CORP    (COM)XOM 0 Sold Out41,129,643 Sold Out
EXPRESS SCRIPTS HLDG CO    (COM)ESRX 0 Sold Out449,489 Sold Out
* Portfolios do not reflect changes after reporting

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