Institutions / Green Valley Investors LLC

Green Valley Investors LLC

CIK 1568338 · Institution · as of Dec 31, 2014

Portfolio value

$4.75B

Positions

As of

Dec 31, 2014

Top holdings

Dec 31, 2014

Company	Class	Value	Shares	% of portfolio
Express Scripts Hldg Co	common	$766.26M	9,050,000	16.1%
Celgene Corp	common	$514.56M	4,600,000	10.8%
Johnson & JohnsonJNJ	common	$379.07M	3,625,000	8.0%
Wal Mart Stores IncWMT	common	$257.64M	3,000,000	5.4%
Gilead Sciences IncGILD	common	$235.65M	2,500,000	5.0%
Stryker Corpsyk	common	$207.53M	2,200,000	4.4%
Tjx Companies Inc /DeTJX	common	$205.74M	3,000,000	4.3%
Marriott International Inc /MdMAR	common	$205.56M	2,634,371	4.3%
Potash Corp Sask Inc	common	$185.43M	5,250,000	3.9%
AbbVie Inc.ABBV	common	$175.38M	2,680,000	3.7%
Comcast CorpCMCSA	common	$168.23M	2,900,000	3.5%
Walt Disney CoDIS	common	$160.12M	1,700,000	3.4%
International Flavors & Fragrances IncIFF	common	$152.04M	1,500,000	3.2%
Thermo Fisher Scientific Inc.TMO	common	$150.35M	1,200,000	3.2%
Lkq Corplkq	common	$149.04M	5,300,000	3.1%
Abbott LaboratoriesABT	common	$135.06M	3,000,000	2.8%
PROCTER & GAMBLE CoPG	common	$125.70M	1,380,000	2.6%
Henry Schein IncHSIC	common	$108.92M	800,000	2.3%
Air Products & Chemicals Inc /DeAPD	common	$86.54M	600,000	1.8%
Sysco CorpSYY	common	$79.38M	2,000,000	1.7%
Dow Chem Co	common	$72.98M	1,600,000	1.5%
Valeant Pharmaceuticals Intl	common	$61.43M	429,243	1.3%
Monsanto Co New	common	$59.73M	500,000	1.3%
Vertex Pharmaceuticals Inc / MaVRTX	common	$59.40M	500,000	1.3%
Colgate Palmolive CoCL	common	$48.44M	700,000	1.0%

Activity

Dec 31, 2014

InsidersInstitutions

This fund's quarter-over-quarter position changes — what it's buying and selling.

No quarter-over-quarter changes yet. Position changes appear once we have two consecutive quarterly reports for this manager. We currently hold 1 quarter of holdings.