Q1 2014 Holdings
Filed 2014-05-15 | 12 holdings | $11.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| American Axle and MFG Hldgs in(DCH) | COM | 024061103 | $10.5M | 565,000 | 87.6% |
| Baker Hughes Inc | COM | 057224107 | $293.6K | 4,515,195 | 2.5% |
| Harman Intl Inds Inc | COM | 413086109 | $276.4K | 2,597,675 | 2.3% |
| Owens ILL Inc | COM NEW | 690768403 | $273.1K | 8,073,856 | 2.3% |
| Oil STS Intl Inc(OIS) | COM | 678026105 | $244.0K | 2,474,596 | 2.0% |
| Cameron International Corp | COM | 13342B105 | $172.6K | 2,793,683 | 1.4% |
| Triumph Group Inc New(TG7) | COM | 896818101 | $140.8K | 2,180,000 | 1.2% |
| Goodyear Tire & Rubr Co(GT) | COM | 382550101 | $20.8K | 797,363 | 0.2% |
| Cytec Inds Inc | COM | 232820100 | $18.0K | 184,867 | 0.2% |
| Harsco Corp(NVRI) | COM | 415864107 | $14.5K | 616,742 | 0.1% |
| General Cable Corp del New | COM | 369300108 | $14.3K | 559,257 | 0.1% |
| Taminco Corp | COM | 87509U106 | $12.3K | 587,283 | 0.1% |