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The fund's top three holdings as of May 31 all hailed from Texas: the Texas Pacific Land Trust as well as A. H. Belo, the media company, and Luby's.
He said the top three holdings in his Holland Balanced Fund -- J. P. Morgan Chase, Microsoft and Merck -- "will get creamed" if the Federal Reserve limits the cut to a quarter-point.
Its top three holdings are Baker Hughes, Halliburton and Transocean.
The top three holdings, at about 12% each, are Novartis, Roche Holdings and Nestle.
Most of that is in just three holdings: Legand, Bureau Veritas and BioMérieux.
The top three holdings, $22 billion worth, remain Coca-Cola, Wells Fargo and Procter & Gamble.
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Southern European countries — where Permira currently has six holdings — will be the worst hit.
Separately Top Ten Holdings, which operates bingo halls and snooker clubs, dropped 0.75p to 0.875.
He cited Yahoo, one of the fund's top five holdings.
Two holdings — Markel, a Virginia insurer, and Penn National Gaming, a casino owner — were also longtime investments of FBR Focus.
The University of Puerto Rico Library System (1903) is the island's main library, with more than four million holdings divided among 12 sites.
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