Q2 2013 Holdings
Filed 2013-08-14 | 21 holdings | $98.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Sirius XM Radio Inc | COM | 82967N108 | $9.9K | 2,955,000 | 10.0% |
| Grace W R & Co del New | COM | 38388F108 | $9.5K | 113,000 | 9.6% |
| Monsanto Co New | COM | 61166W101 | $8.9K | 90,000 | 9.0% |
| Eaton Corp PLC(ETN) | SHS | G29183103 | $8.0K | 122,000 | 8.1% |
| Dish Network Corp(DISH) | CL A | 25470M109 | $7.8K | 184,100 | 7.9% |
| General Mtrs Co(GM) | COM | 37045V100 | $7.7K | 231,000 | 7.8% |
| Cliffs NAT RES Inc | COM | 18683K101 | $6.9K | 426,273 | 7.0% |
| United States STL Corp New(USX1) | COM | 912909108 | $6.6K | 376,500 | 6.7% |
| Cheniere Energy Inc(LNG) | COM NEW | 16411R208 | $6.3K | 228,000 | 6.4% |
| Chicago Bridge & Iron Co N V | N Y REGISTRY SH | 167250109 | $5.6K | 94,500 | 5.7% |
| Navistar Intl Corp New(NAV) | COM | 63934E108 | $5.2K | 188,786 | 5.3% |
| URS Corp New | COM | 903236107 | $4.3K | 90,000 | 4.3% |
| Vale S A(VALE) | ADR | 91912E105 | $2.9K | 224,000 | 3.0% |
| Teck Resources LTD(TECK) | CL B | 878742204 | $2.3K | 106,100 | 2.3% |
| Alcoa Inc | COM | 013817101 | $2.0K | 254,000 | 2.0% |
| Trimble Navigation LTD(TRMB) | COM | 896239100 | $1.3K | 50,879 | 1.3% |
| Alpha Natural Resources Inc(ANRZQEUR) | COM | 02076X102 | $878 | 167,500 | 0.9% |
| Arch Coal Inc | COM | 039380100 | $871 | 230,500 | 0.9% |
| Allegheny Technologies Inc(ATI) | COM | 01741R102 | $800 | 30,425 | 0.8% |
| U S Silica Hldgs Inc(SLCAUSD) | COM | 90346E103 | $517 | 24,900 | 0.5% |
| AK STL Hldg Corp(AKS1EUR) | COM | 001547108 | $319 | 105,000 | 0.3% |