Q3 2013 Holdings
Filed 2013-11-12 | 205 holdings | $20.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Lexmark Intl New | CL A | 529771107 | $127.4K | 3,859,801 | 0.6% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $2.2M | 38,666 | 10.6% |
| American Axle & MFG Hldgs in(DCH) | COM | 024061103 | $2.9M | 144,800 | 13.7% |
| D R Horton Inc(DHI) | COM | 23331A109 | $4.5M | 233,231 | 21.7% |
| American Homes 4 Rent(AMH) | CL A ADDED | 02665T306 | $8.7M | 540,000 | 41.7% |