Q4 2015 Holdings
Filed 2016-02-16 | 11 holdings | $394.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Forest City Enterprises Inc | CL A | 345550107 | $91.6K | 4,175,000 | 23.2% |
| Spirit Aerosystems Hldgs Inc(S9Q) | COM CL A | 848574109 | $84.9K | 1,695,000 | 21.5% |
| Ball Corp(BALL) | COM | 058498106 | $54.5K | 750,000 | 13.8% |
| CSW Industrials Inc(CSW) | COM | 126402106 | $44.9K | 1,190,853 | 11.4% |
| KLX Inc | COM | 482539103 | $33.1K | 1,075,000 | 8.4% |
| Avangrid Inc(AGREUR) | COM | 05351W103 | $25.0K | 650,000 | 6.3% |
| Ocwen Finl Corp | COM NEW | 675746309 | $20.2K | 2,900,000 | 5.1% |
| Interxion Holding N.v | SHS | N47279109 | $19.6K | 650,000 | 5.0% |
| Pure Storage Inc(PSTG) | CL A | 74624M102 | $7.6K | 488,000 | 1.9% |
| Imperial Oil LTD(IMO) | COM NEW | 453038408 | $7.5K | 230,000 | 1.9% |
| Wright MED Group N V | RIGHT 03/01/2019 | N96617126 | $6.1K | 6,000,000 | 1.5% |