Q1 2018 Holdings
Filed 2018-05-15 | 18 holdings | $12.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Crown Holdings Inc(CCK) | COM | 228368106 | $5.7M | 113,000 | 48.0% |
| American Axle & MFG Hldgs Inc(DCH) | COM | 024061103 | $5.5M | 361,816 | 46.1% |
| Owens ILL Inc | COM NEW | 690768403 | $171.0K | 7,896,030 | 1.4% |
| Arris Intl Inc | SHS | G0551A103 | $124.8K | 4,698,428 | 1.0% |
| Huntsman Corp(HUN) | COM | 447011107 | $100.7K | 3,441,986 | 0.8% |
| Diebold Nxdf Inc(DBDEUR) | COM | 253651103 | $96.2K | 6,247,696 | 0.8% |
| Eastman Chem Co(EMN) | COM | 277432100 | $95.7K | 906,107 | 0.8% |
| Commscope Hldg Co Inc(VISN) | COM | 20337X109 | $85.4K | 2,137,582 | 0.7% |
| Avnet Inc(AVT) | COM | 053807103 | $5.4K | 128,300 | 0.0% |
| Lennar Corp(LEN) | CL A | 526057104 | $5.2K | 88,452 | 0.0% |
| Tenneco Inc | COM | 880349105 | $5.0K | 90,717 | 0.0% |
| Steelcase Inc(GJB) | CL A | 858155203 | $4.9K | 359,828 | 0.0% |
| Belden Inc(BDC) | COM | 077454106 | $4.6K | 66,000 | 0.0% |
| Triumph Group Inc New(TG7) | COM | 896818101 | $4.5K | 180,000 | 0.0% |
| Navistar Intl Corp New(NAV) | COM | 63934E108 | $4.0K | 115,000 | 0.0% |
| LSC Communications Inc | COM | 50218P107 | $3.6K | 204,569 | 0.0% |
| Intl Paper Co(IP) | COM | 460146103 | $2.7K | 50,000 | 0.0% |
| NCR Corp New(VYX) | COM | 62886E108 | $2.2K | 70,000 | 0.0% |