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WCG Management, L.P. files portfolio update

WCG Management, L.P. just filed a portfolio update (also known as a 13-F), dated October 29, 2015. The portfolio holdings are as of September 30, 2015.

WCG Management, L.P. reported adding to its positions of:

  • Lennar Corporation
  • Canadian Pacific Railway Limited
  • M.D.C. Holdings
  • Stanley Black & Decker
  • PulteGroup
  • Genel Energy PLC
  • Visa Inc.