Q2 2017 Holdings
Filed 2017-08-11 | 155 holdings | $30.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| D R Horton Inc(DHI) | COM | 23331A109 | $352.0K | 10,182 | 1.2% |
| Conduent Inc(CNDT) | COM | 206787103 | $566.0K | 35,510 | 1.9% |
| Ally Finl Inc(ALLY) | COM | 02005N100 | $936.0K | 44,801 | 3.1% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $7.2M | 37,181 | 23.7% |
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $20.3M | 78,918 | 66.8% |