Q4 2018 Holdings
Filed 2019-01-31 | 554 holdings | $649.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Altice USA, Inc. Class A(OPTU) | COM | 02156K103 | $55.4M | 3,356,422 | 8.5% |
| D.R. Horton, Inc.(DHI) | COM | 23331A109 | $57.3M | 1,652,451 | 8.8% |
| Dana Incorporated(DAN) | COM | 235825205 | $88.2M | 6,467,658 | 13.6% |
| Ally Financial Inc(ALLY) | COM | 02005N100 | $162.5M | 7,171,927 | 25.0% |