Q4 2019 Holdings
Filed 2020-02-13 | 84 holdings | $69.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| IES Holdings Inc(IESC) | COM | 44951W106 | $310.2K | 12,088,294 | 0.4% |
| Core Moldings Technologies in(CMT) | COM | 218683100 | $1.1M | 324,128 | 1.5% |
| Camping World Holdings Inc(CWH) | CL A | 13462K109 | $1.3M | 86,560 | 1.8% |
| Bluelinx Holdings Inc(BXC) | COM NEW | 09624H208 | $11.9M | 837,550 | 17.1% |
| Ambac Finl Group Inc(OSG) | COM NEW | 023139884 | $14.3M | 660,657 | 20.4% |
| Cavco Industries Inc del(CVCO) | COM | 149568107 | $15.9M | 81,581 | 22.9% |
| American Airls Group Inc(AAL) | COM | 02376R102 | $24.3M | 848,970 | 34.9% |