Q3 2019 Holdings
Filed 2019-11-12 | 13 holdings | $106.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Nexstar Broadcasting Group(NXST) | CL A | 65336K103 | $12.8M | 125,000 | 12.0% |
| Builders Firstsource Inc(BLDR) | COM | 12008R107 | $12.6M | 610,000 | 11.8% |
| BMC Stock Holdings Inc(BMCH) | COM | 05591B109 | $11.1M | 424,000 | 10.4% |
| Viasat Inc(VSAT) | COM | 92552V100 | $10.5M | 140,000 | 9.9% |
| Sunrun Inc(RUN) | COM | 86771W105 | $10.5M | 630,000 | 9.9% |
| Sinclair Broadcast Group Inc(2362120D) | CL A | 829226109 | $9.8M | 230,000 | 9.2% |
| Gray Television Inc(GTN) | COM | 389375106 | $9.5M | 580,000 | 8.9% |
| Commercial Metals Co(CMC) | COM | 201723103 | $8.7M | 500,000 | 8.2% |
| Dorian LPG LTD(LPG) | SHS USD | Y2106R110 | $6.8M | 660,000 | 6.4% |
| Tronox Holdings PLC(TROX) | SHS | G9087Q102 | $5.6M | 675,000 | 5.3% |
| Meritor Inc(MTOR) | COM | 59001K100 | $5.1M | 275,000 | 4.8% |
| Olin Corp(OLN) | COM PAR $1 | 680665205 | $2.1M | 110,000 | 1.9% |
| Constellium NV(CSTM) | CL A | N22035104 | $1.4M | 110,000 | 1.3% |