Portfolio Buy/Sell (reported on 2014-11-14; portfolio on 2014-09-30)

 

Company Ticker Current
Holdings
Action Sell/Buy
Amount
% of change
EXPRESS SCRIPTS HLDG CO    (COM)ESRX 449,489 New Buy New Buy
LIBERTY MEDIA CORP DELAWARE    (COM SER C)LMCK 8,000,000 New Buy New Buy
CHARTER COMMUNICATIONS INC D    (CL A NEW)CCMM 4,950,096 Added2,641,083 114.38%
TORCHMARK CORP    (COM)TMK 6,353,727 Added2,117,909 50.00%
DIRECTV    (COM)DTV 30,000,000 Added6,532,005 27.83%
GENERAL MTRS CO    (COM)GM 40,000,000 Added7,039,944 21.35%
VISA INC    (COM CL A)V 2,146,290 Added346,541 19.25%
MASTERCARD INC    (CL A)MA 4,715,400 Added665,400 16.42%
SUNCOR ENERGY INC NEW    (COM)SU 18,477,730 Added2,019,400 12.26%
PRECISION CASTPARTS CORP    (COM)PCP 2,082,222 Added205,600 10.95%
LIBERTY GLOBAL PLC    (SHS CL A)LBTYA 10,401,007 Added534,461 5.41%
WAL MART STORES INC    (COM)WMT 60,385,293 Added1,588,034 2.70%
VIACOM INC NEW    (CL B)VIA-B 7,708,200 Added101,000 1.32%
INTERNATIONAL BUSINESS MACHS    (COM)IBM 70,478,012 Added304,034 0.43%
PHILLIPS 66    (COM)PSX 6,202,400 Reduced293,400 4.51%
BANK OF NEW YORK MELLON CORP    (COM)BK 23,377,603 Reduced1,275,233 5.17%
NATIONAL OILWELL VARCO INC    (COM)NOV 6,382,360 Reduced919,918 12.59%
CONOCOPHILLIPS    (COM)COP 471,994 Reduced883,234 65.17%
DEERE & CO    (COM)DE 0 Sold Out3,978,767 Sold Out
* Portfolios do not reflect changes after reporting

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