Q1 2019 Holdings
Filed 2019-05-09 | 11 holdings | $7.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Dana Incorporated(DAN) | COM | 235825205 | $3.7M | 210,000 | 53.3% |
| Builders Firstsource Inc(BLDR) | COM | 12008R107 | $3.2M | 240,000 | 45.9% |
| Nexstar Media Group Inc(NXST) | CL A | 65336K103 | $13.5K | 125,000 | 0.2% |
| Gray Television Inc(GTN) | COM | 389375106 | $11.6K | 545,000 | 0.2% |
| Sinclair Broadcast Group Inc(2362120D) | CL A | 829226109 | $11.2K | 290,000 | 0.2% |
| Warrior MET Coal Inc(HCC) | COM | 93627C101 | $4.0K | 130,000 | 0.1% |
| Meritor Inc(MTOR) | COM | 59001K100 | $3.8K | 185,000 | 0.1% |
| Cleveland Cliffs Inc(CLF) | COM | 185899101 | $3.6K | 360,000 | 0.1% |
| Olin Corp(OLN) | COM PAR $1 | 680665205 | $3.5K | 150,000 | 0.0% |
| Sunrun Inc(RUN) | COM | 86771W105 | $2.8K | 200,000 | 0.0% |
| Owens ILL Inc | COM NEW | 690768403 | $1.7K | 90,000 | 0.0% |