Q1 2017 Holdings
Filed 2017-05-15 | 13 holdings | $287.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Stewart Information Svcs COR(STC) | COM | 860372101 | $47.6K | 1,076,918 | 16.5% |
| Copart Inc(CPRT) | COM | 217204106 | $40.5K | 653,988 | 14.1% |
| Brinks Co(BCO) | COM | 109696104 | $32.0K | 598,924 | 11.1% |
| Wright MED Group N V | ORD SHS 0.03 PAR | N96617118 | $30.3K | 972,308 | 10.5% |
| Williams COS Inc del(WMB) | COM | 969457100 | $27.2K | 920,084 | 9.5% |
| Nielsen Hldgs PLC | SHS EUR | G6518L108 | $18.3K | 442,323 | 6.3% |
| Post Hldgs Inc(POST) | COM | 737446104 | $17.1K | 195,000 | 5.9% |
| Lennar Corp(LEN) | CL A | 526057104 | $16.9K | 330,000 | 5.9% |
| Citigroup Inc(C) | COM NEW | 172967424 | $16.8K | 280,700 | 5.8% |
| Theravance Biopharma Inc(TBPH) | COM | G8807B106 | $16.6K | 451,306 | 5.8% |
| Triton Intl LTD | CL A | G9078F107 | $15.6K | 605,082 | 5.4% |
| Varex Imaging Corp(VREX) | COM | 92214X106 | $4.7K | 139,125 | 1.6% |
| BOB Evans Farms Inc(BOBEUSD) | COM | 096761101 | $4.4K | 67,215 | 1.5% |