Q1 2019 Holdings
Filed 2019-05-15 | 89 holdings | $46.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Bank Amer Corp(BAC) | COM | 060505104 | $32.1K | 1,163,201 | 0.1% |
| Citigroup Inc(C) | COM NEW | 172967424 | $32.6K | 523,543 | 0.1% |
| Patrick Inds Inc(PATK) | COM | 703343103 | $39.2K | 864,825 | 0.1% |
| IES Hldgs Inc(IESC) | COM | 44951W106 | $215.0K | 12,100,332 | 0.5% |
| Broadwind Energy Inc(BWEN) | COM NEW | 11161T207 | $262.0K | 155,741 | 0.6% |
| Core Molding Technologies in(CMT) | COM | 218683100 | $2.7M | 361,713 | 5.7% |
| Bluelinx Hldgs Inc(BXC) | COM | 09624H208 | $12.1M | 454,852 | 26.1% |
| Ambac Finl Group Inc(OSG) | COM NEW | 023139884 | $14.5M | 801,739 | 31.2% |
| Cavco Inds Inc del(CVCO) | COM | 149568107 | $16.3M | 138,280 | 34.9% |