Q2 2015 Holdings
Filed 2015-08-14 | 8 holdings | $2.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Bank New York Mellon Corp(BK) | COM | 064058100 | $770.5K | 18,358,058 | 32.2% |
| NCR Corp New(VYX) | COM | 62886E108 | $326.6K | 10,850,488 | 13.6% |
| Goodyear Tire & Rubr Co(GT) | COM | 382550101 | $309.8K | 10,275,710 | 12.9% |
| Sothebys | COM | 835898107 | $297.3K | 6,571,806 | 12.4% |
| Macquarie Infrastructure COR | COM | 55608B105 | $291.9K | 3,532,150 | 12.2% |
| Packaging Corp Amer(PKG) | COM | 695156109 | $204.2K | 3,267,939 | 8.5% |
| Avis Budget Group(CAR) | COM | 053774105 | $174.7K | 3,963,000 | 7.3% |
| Lear Corp(LEA) | COM NEW | 521865204 | $18.0K | 160,758 | 0.8% |