Q3 2014 Holdings
Filed 2014-11-03 | 6 holdings | $162.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| United Technologies Corp(UTXZ) | COM | 913017109 | $47.2K | 446,700 | 29.0% |
| Mcgraw Hill Finl Inc | COM | 580645109 | $36.7K | 435,000 | 22.6% |
| Rock-Tenn Co | CL A | 772739207 | $25.7K | 540,400 | 15.8% |
| Intl Paper Co(IP) | COM | 460146103 | $23.2K | 486,000 | 14.3% |
| Kapstone Paper & Packaging C | COM | 48562P103 | $17.5K | 626,000 | 10.8% |
| Global Indemnity PLC | SHS | G39319101 | $12.3K | 553,491 | 7.6% |