Q4 2013 Holdings
Filed 2014-02-14 | 6 holdings | $139.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Asbury Automotive Group Inc(ABG) | COM | 043436104 | $138.6M | 2,578,424 | 99.7% |
| Dineequity Inc(DIN) | COM | 254423106 | $196.5K | 2,352,356 | 0.1% |
| PVH Corp(PVH) | COM | 693656100 | $104.1K | 765,666 | 0.1% |
| Delphi Automotive PLC | SHS | G27823106 | $79.0K | 1,314,343 | 0.1% |
| WEX Inc(WEX) | COM | 96208T104 | $56.8K | 573,620 | 0.0% |
| Sunstone Hotel Invs Inc New(SHO) | COM | 867892101 | $10.2K | 760,200 | 0.0% |