Q4 2014 Holdings
Filed 2015-02-17 | 7 holdings | $169.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Asbury Automotive Group Inc(ABG) | COM | 043436104 | $169.0M | 2,225,596 | 99.6% |
| Dineequity Inc(DIN) | COM | 254423106 | $179.0K | 1,727,356 | 0.1% |
| Esterline Technologies Corp | COM | 297425100 | $178.2K | 1,624,578 | 0.1% |
| PVH Corp(PVH) | COM | 693656100 | $101.8K | 794,101 | 0.1% |
| Wesco Aircraft Hldgs Inc | COM | 950814103 | $75.8K | 5,418,897 | 0.0% |
| WEX Inc(WEX) | COM | 96208T104 | $45.8K | 463,118 | 0.0% |
| Townsquare Media Inc(TSQ) | CL A | 892231101 | $21.6K | 1,636,340 | 0.0% |