潘兴广场 2014 Q2 美股持仓列表
持有证券数：6，总市值：126（亿美元）
| 代码 |
公司 |
持股数 |
市值（亿美元） |
占比 |
调整 |
调整比例 |
|
018490102
|
ALLERGAN INC |
28,878,538 |
48.9 |
38.79% |
加仓 |
+4733.8% |
|
APD
|
美国空气化工 |
20,549,076 |
26.4 |
20.98% |
持平 |
0% |
|
CP
|
CANADIAN PAC RY LTD |
13,938,302 |
25.2 |
20.04% |
减仓 |
-18.8% |
|
121220107
|
BURGER KING WORLDWIDE INC |
38,387,865 |
10.4 |
8.29% |
持平 |
0% |
|
ESI
|
Element Solutions |
33,333,330 |
9.3 |
7.42% |
持平 |
0% |
|
HHC
|
HOWARD HUGHES CORP |
3,568,017 |
5.6 |
4.47% |
持平 |
0% |
|
073730103
|
BEAM INC |
— |
— |
— |
清仓 |
-100% |
|
03748R101
|
APARTMENT INVT & MGMT CO |
— |
— |
— |
清仓 |
-100% |
|
437306103
|
HOME PROPERTIES INC |
— |
— |
— |
清仓 |
-100% |