Q4 2017 Holdings
Filed 2018-02-14 | 15 holdings | $6.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| American Axle and Manufacturing(DCH) | COM | 024061103 | $6.0M | 353,600 | 88.8% |
| Commscope Holding Co Inc.(VISN) | COM | 20337X109 | $144.5K | 3,819,482 | 2.1% |
| Owens Illinois Inc | COM NEW | 690768403 | $143.7K | 6,481,703 | 2.1% |
| Arris International Inc | SHS | G0551A103 | $115.4K | 4,490,706 | 1.7% |
| Huntsman Corp(HUN) | COM | 447011107 | $111.3K | 3,341,917 | 1.6% |
| Eastman Chemical Co(EMN) | COMM | 277432100 | $104.4K | 1,126,613 | 1.5% |
| Diebold Nixdorf Inc(DBDEUR) | COM | 253651103 | $88.6K | 5,419,841 | 1.3% |
| Avnet Inc(AVT) | COM | 053807103 | $9.0K | 228,000 | 0.1% |
| Steelcase Inc(GJB) | CL A | 858155203 | $7.3K | 482,739 | 0.1% |
| Alaska AIR Group(ALK) | COM | 011659109 | $6.5K | 89,000 | 0.1% |
| International Game Technology(BRSL) | SHS USD | G4863A108 | $6.4K | 240,000 | 0.1% |
| Lennar Corp(LEN) | CL A | 526057104 | $5.6K | 89,000 | 0.1% |
| LSC Communications Inc | COM | 50218P107 | $5.3K | 352,817 | 0.1% |
| Triumph Group Inc New(TG7) | COM | 896818101 | $4.9K | 180,000 | 0.1% |
| NCR Corp New(VYX) | COM | 62886E108 | $4.0K | 117,631 | 0.1% |