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Birch Run Capital, LLC

Q1 2019 Holdings

Filed 2019-05-15 | 17 holdings | $314.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Regis Corp MinnCOM758932107$209.6K10,655,17066.6%
CIT Group Inc(CITUSD)COM NEW125581801$14.5K303,0004.6%
PAR Pacific Holdings Inc(PARR)COM NEW69888T207$13.9K779,4784.4%
Nevro Corp(NVROEUR)COM64157F103$11.7K187,4253.7%
Green Brick Partners Inc(GRBK)COM392709101$10.9K1,242,9743.5%
Tech Data CorpCOM878237106$9.0K87,8672.9%
Dril Quip Inc(DRQEUR)COM262037104$7.3K158,6002.3%
Starwood Ppty TR Inc(STWD)COM85571B105$6.7K300,0002.1%
PDC Energy Inc(PDCEUSD)COM69327R101$5.5K135,0001.7%
Fiesta Restaurant Group IncCOM31660B101$4.9K373,5271.6%
Alico Inc(ALCO)COM016230104$4.4K160,8101.4%
Jefferies Finl Group Inc(JEF)COM47233W109$4.1K220,0001.3%
Eagle Materials Inc(EXP)COM26969P108$3.8K45,0001.2%
MR Cooper Group Inc(07WA)COM62482R107$3.1K325,1691.0%
EQT Corp(EQT)COM26884L109$2.6K123,0000.8%
Equitrans Midstream Corporat(ETRNUSD)COM294600101$2.1K98,4000.7%
S&W Seed CoCOM785135104$475177,3740.2%