Q3 2013 Holdings
Filed 2013-11-14 | 11 holdings | $1.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Lear Corp(LEA) | COM NEW | 521865204 | $404.6K | 5,653,026 | 26.0% |
| United Rentals, Inc.(URI) | COM | 911363109 | $256.8K | 4,405,230 | 16.5% |
| NCR Corp New(VYX) | COM | 62886E108 | $254.0K | 6,412,059 | 16.3% |
| Sothebys | COM | 835898107 | $165.2K | 3,362,991 | 10.6% |
| Vail Resorts, Inc.(MTN) | COM | 91879Q109 | $163.5K | 2,357,201 | 10.5% |
| GenCorp, Inc. | COM | 368682100 | $92.4K | 5,764,669 | 5.9% |
| Brookfield Residential Pptys | COM | 11283W104 | $86.8K | 3,768,523 | 5.6% |
| CommonWealth REIT | COM SH BEN INT | 203233101 | $63.7K | 2,905,217 | 4.1% |
| CyrusOne Inc.(CONE1EUR) | COM | 23283R100 | $37.9K | 1,992,394 | 2.4% |
| Dominion Diamond Corp | COM | 257287102 | $17.2K | 1,409,672 | 1.1% |
| Tim Hortons, Inc. | COM | 88706M103 | $11.5K | 198,000 | 0.7% |