Q1 2016 Holdings
Filed 2016-05-16 | 13 holdings | $9.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| American Axle and MFG Hldgs Inc(DCH) | COM | 024061103 | $8.9M | 579,275 | 90.8% |
| Owens ILL Inc | COM NEW | 690768403 | $194.1K | 12,163,737 | 2.0% |
| Ingram Micro Inc | CL A | 457153104 | $133.2K | 3,708,295 | 1.4% |
| Goodyear Tire and Rubber Co(GT) | COM | 382550101 | $130.3K | 3,952,273 | 1.3% |
| Triumph Group Inc New(TG7) | COM | 896818101 | $123.1K | 3,911,427 | 1.3% |
| Eastman Chem Co(EMN) | COM | 277432100 | $109.0K | 1,508,988 | 1.1% |
| FMC Corp(FMC) | COM NEW | 302491303 | $108.9K | 2,697,700 | 1.1% |
| Harman Intl Inds Inc | COM | 413086109 | $62.5K | 701,599 | 0.6% |
| Ashland Inc New | COM | 044209104 | $11.5K | 104,757 | 0.1% |
| Hewlett Packard Enterprise C(HPE) | COM | 42824C109 | $10.0K | 562,373 | 0.1% |
| Magna Intl Inc(MGA) | COM | 559222401 | $9.7K | 224,947 | 0.1% |
| Lear Corp(LEA) | COM NEW | 521865204 | $8.4K | 75,132 | 0.1% |
| KLX Inc. | COM | 482539103 | $6.8K | 212,511 | 0.1% |