Q1 2015 Holdings
Filed 2015-05-08 | 7 holdings | $43.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Antero RES Corp(AR) | COM | 03674X106 | $43.5M | 1,230,500 | 99.6% |
| United Technologies Corp(UTXZ) | COM | 913017109 | $55.9K | 476,500 | 0.1% |
| Intl Paper Co(IP) | COM | 460146103 | $27.0K | 486,000 | 0.1% |
| Ebay Inc(EBAY) | COM | 278642103 | $24.8K | 430,000 | 0.1% |
| Rock-Tenn Co | CL A | 772739207 | $23.2K | 360,400 | 0.1% |
| Kapstone Paper & Packaging C | COM | 48562P103 | $20.5K | 626,000 | 0.0% |
| Global Indemnity PLC | SHS | G39319101 | $13.4K | 553,491 | 0.0% |