Q4 2013 Holdings
Filed 2014-02-10 | 72 holdings | $231.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cintas Corp(CTAS) | COM | 172908105 | $40.1K | 673,450 | 0.0% |
| Unifirst Corporation(UNF) | COM | 904708104 | $40.4K | 377,594 | 0.0% |
| Albany International Corp(AIN) | CL A | 012348108 | $41.0K | 1,141,946 | 0.0% |
| Ocwen Financial | COM NEW | 675746309 | $41.6K | 749,827 | 0.0% |
| Verisk Analytics(VRSK) | CL A | 92345Y106 | $42.6K | 647,444 | 0.0% |
| Ingredion Inc(INGR) | COM | 457187102 | $42.9K | 626,651 | 0.0% |
| Post Holdings Inc(POST) | COM | 737446104 | $43.7K | 887,794 | 0.0% |
| Iberiabank Corp | COM | 450828108 | $44.0K | 699,341 | 0.0% |
| Redwood Trust Inc(RWT) | COM | 758075402 | $45.1K | 2,328,920 | 0.0% |
| Omega Healthcare(OHI) | COM | 681936100 | $45.7K | 1,535,192 | 0.0% |
| Hertz Global Holdings | COM | 42805T105 | $45.8K | 1,600,009 | 0.0% |
| Casey`s General Stores Inc(CASY) | COM | 147528103 | $46.1K | 655,895 | 0.0% |
| Esterline Technologies | COM | 297425100 | $48.1K | 471,840 | 0.0% |
| Genworth Financial Inc(GNW) | COM CL A | 37247D106 | $49.5K | 3,187,629 | 0.0% |
| Chemtura Corporation | COM NEW | 163893209 | $51.8K | 1,856,571 | 0.0% |
| CNO Financial Group(CNO) | COM | 12621E103 | $52.1K | 2,947,286 | 0.0% |
| Prestige Brands Holdings Inc(PBH) | COM | 74112D101 | $54.6K | 1,525,143 | 0.0% |
| Owens Illinois | COM NEW | 690768403 | $96.5K | 2,697,796 | 0.0% |
| Clearwater Paper Corp(CLW) | COM | 18538R103 | $26.2M | 498,774 | 11.3% |
| Crown Holdings Inc(CCK) | COM | 228368106 | $36.1M | 808,949 | 15.5% |
| Darling International(DAR) | COM | 237266101 | $82.7M | 3,962,083 | 35.7% |
| Brookdale Senior Living(BKD) | COM | 112463104 | $84.9M | 3,123,650 | 36.6% |