Q1 2020 Holdings
Filed 2020-05-15 | 68 holdings | $12.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cavco Inds Inc del(CVCO) | COM | 149568107 | $2.3M | 15,852 | 18.9% |
| Bluelinx Hldgs Inc(BXC) | COM NEW | 09624H208 | $2.7M | 537,478 | 21.9% |
| Ambac Finl Group Inc(OSG) | COM NEW | 023139884 | $4.3M | 351,351 | 35.6% |