Q4 2019 Holdings
Filed 2020-02-06 | 10 holdings | $15.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Builders Firstsource Inc(BLDR) | COM | 12008R107 | $15.5M | 610,000 | 99.3% |
| Dorian LPG LTD(LPG) | SHS USD | Y2106R110 | $15.5K | 1,000,000 | 0.1% |
| Nexstar Media Group Inc(NXST) | CL A | 65336K103 | $14.7K | 125,000 | 0.1% |
| Scorpio Tankers Inc(STNG) | SHS | Y7542C130 | $14.6K | 370,000 | 0.1% |
| DHT Holdings Inc(DHT) | SHS NEW | Y2065G121 | $13.8K | 1,665,000 | 0.1% |
| Gray Television Inc(GTN) | COM | 389375106 | $12.4K | 580,000 | 0.1% |
| BMC STK Hldgs Inc(BMCH) | COM | 05591B109 | $12.2K | 424,000 | 0.1% |
| PBF Energy Inc(PBF) | CL A | 69318G106 | $11.5K | 365,000 | 0.1% |
| Meritor Inc(MTOR) | COM | 59001K100 | $9.7K | 370,000 | 0.1% |
| Tronox Holdings PLC(TROX) | SHS | G9087Q102 | $7.7K | 675,000 | 0.0% |