Q2 2017 Holdings
Filed 2017-08-14 | 15 holdings | $592.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Adient PLC(ADNT) | ORD SHS | G0084W101 | $99.7K | 1,525,000 | 16.8% |
| Forest City Rlty TR Inc | COM CL A | 345605109 | $84.6K | 3,500,000 | 14.3% |
| Altaba Inc(AABAUSD) | COM | 021346101 | $65.4K | 1,200,000 | 11.0% |
| HRG Group Inc | COM | 40434J100 | $59.3K | 3,350,000 | 10.0% |
| Amerco(UHAL) | COM | 023586100 | $57.5K | 157,000 | 9.7% |
| Adtalem Global ED Inc(ATGE) | COM | 00737L103 | $53.1K | 1,400,000 | 9.0% |
| Spirit Aerosystems Hldgs Inc(S9Q) | COM CL A | 848574109 | $45.6K | 786,300 | 7.7% |
| Time Warner Inc | COM NEW | 887317303 | $27.6K | 275,000 | 4.7% |
| Liberty Global PLC | LILAC SHS CL C | G5480U153 | $23.7K | 1,105,000 | 4.0% |
| Houghton Mifflin Harcourt Co | COM | 44157R109 | $17.7K | 1,436,000 | 3.0% |
| Quality Care Pptys Inc | COM | 747545101 | $16.5K | 900,000 | 2.8% |
| Liberty Global PLC | LILAC SHS CL A | G5480U138 | $12.0K | 550,000 | 2.0% |
| NI Hldgs Inc(NODK) | COM | 65342T106 | $10.2K | 570,000 | 1.7% |
| Emerald Expositions Events I(EEXEUR) | COM | 29103B100 | $9.9K | 450,000 | 1.7% |
| Therapeuticsmd Inc | COM | 88338N107 | $9.5K | 1,800,000 | 1.6% |