Q2 2019 Holdings
Filed 2019-08-12 | 62 holdings | $246.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| American International Group(AIG) | COM | 026874784 | $79.5K | 1,491,685 | 0.0% |
| CNA Financial Corp.(CNA) | COM | 126117100 | $97.7K | 2,076,332 | 0.0% |
| Iamgold Corp(IAG) | COM | 450913108 | $130.1K | 38,501,844 | 0.1% |
| Kinross Gold Corp(KGC) | COM | 496902404 | $140.5K | 36,222,996 | 0.1% |
| Gold Fields LTD(EDG) | COM | 38059T106 | $141.8K | 26,216,509 | 0.1% |
| Taylor Morrison Home Corp(TMHC) | COM | 87724P106 | $156.5K | 7,466,819 | 0.1% |
| Micron Technology(MU) | COM | 595112103 | $169.2K | 4,385,678 | 0.1% |
| Jetblue Airways(JBLU) | COM | 477143101 | $169.7K | 9,180,033 | 0.1% |
| Unum Group(UNM) | COM | 91529Y106 | $185.5K | 5,528,922 | 0.1% |
| Aercap Holdings(AER) | COM | N00985106 | $295.5K | 5,680,714 | 0.1% |
| Beazer Homes USA Inc(BZH) | COM | 07556Q881 | $25.8M | 2,687,129 | 10.5% |
| AIR France-Klm(AFLYY) | COM | 009119108 | $218.5M | 22,828,973 | 88.6% |