Q4 2013 Holdings
Filed 2014-02-14 | 18 holdings | $119.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Sprint Corp | COM SER 1 | 85207U105 | $9.9K | 920,000 | 8.3% |
| Altisource Residential Corp | CL B | 02153W100 | $8.9K | 296,000 | 7.4% |
| E House China Hldgs LTD | ADR | 26852W103 | $8.6K | 568,000 | 7.2% |
| Dish Network Corp(DISH) | CL A | 25470M109 | $8.5K | 146,200 | 7.1% |
| United Rentals Inc(URI) | COM | 911363109 | $8.2K | 105,000 | 6.8% |
| Methanex Corp(MEOH) | COM | 59151K108 | $8.2K | 138,000 | 6.8% |
| Hertz Global Holdings Inc | COM | 42805T105 | $8.2K | 285,000 | 6.8% |
| Cheniere Energy Inc(LNG) | COM NEW | 16411R208 | $7.5K | 174,000 | 6.3% |
| Monsanto Co New | COM | 61166W101 | $7.0K | 60,000 | 5.8% |
| General Mtrs Co(GM) | COM | 37045V100 | $6.7K | 164,000 | 5.6% |
| Gilead Sciences Inc(GILD) | COM | 375558103 | $5.9K | 79,000 | 5.0% |
| Navistar Intl Corp New(NAV) | COM | 63934E108 | $5.7K | 149,800 | 4.8% |
| Rowan Companies PLC | SHS CL A | G7665A101 | $5.4K | 154,000 | 4.6% |
| Taminco Corp | COM | 87509U106 | $5.2K | 255,000 | 4.3% |
| DOW Chem Co | COM | 260543103 | $4.5K | 102,000 | 3.8% |
| Susser Hldgs Corp | COM | 869233106 | $4.5K | 69,000 | 3.8% |
| Anadarko Pete Corp(APC3EUR) | COM | 032511107 | $4.5K | 56,100 | 3.7% |
| Lithia Mtrs Inc(LAD) | CL A | 536797103 | $2.4K | 34,072 | 2.0% |