Q2 2013 Holdings
Filed 2013-08-14 | 9 holdings | $1.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Lear Corporation(LEA) | COM NEW | 521865204 | $341.8K | 5,653,026 | 32.7% |
| NCR Corp New(VYX) | COM | 62886E108 | $211.5K | 6,412,059 | 20.2% |
| United Rentals Inc.(URI) | COM | 911363109 | $178.6K | 3,577,889 | 17.1% |
| GenCorp Inc | COM | 368682100 | $93.7K | 5,764,669 | 9.0% |
| CommonWealth REIT | COM SH BEN INT | 203233101 | $88.8K | 3,841,610 | 8.5% |
| Brookfield Residential Pptys | COM | 11283W104 | $62.0K | 2,810,588 | 5.9% |
| CyrusOne, Inc.(CONE1EUR) | COM | 23283R100 | $45.0K | 2,167,394 | 4.3% |
| Dominion Diamond Corp | COM | 257287102 | $19.0K | 1,342,572 | 1.8% |
| DineEquity Inc(DIN) | COM | 254423106 | $4.6K | 66,916 | 0.4% |