Q4 2013 Holdings
Filed 2014-02-14 | 17 holdings | $645.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| American Intl Group Inc(AIG) | COM NEW | 026874784 | $127.9K | 2,505,000 | 19.8% |
| Delta AIR Lines Inc del(DAL) | COM NEW | 247361702 | $112.8K | 4,105,000 | 17.5% |
| Spectrum Brands Hldgs Inc | COM | 84763R101 | $102.9K | 1,458,240 | 15.9% |
| CIT Group Inc(CITUSD) | COM NEW | 125581801 | $85.2K | 1,634,088 | 13.2% |
| Chemtura Corp | COM NEW | 163893209 | $58.3K | 2,089,464 | 9.0% |
| Visteon Corp(VC) | COM NEW | 92839U206 | $53.1K | 648,726 | 8.2% |
| Exco Resources Inc | COM | 269279402 | $36.3K | 6,831,223 | 5.6% |
| Intelsat S A | COM | L5140P101 | $19.8K | 878,700 | 3.1% |
| YRC Worldwide Inc | NOTE 10.000% 3/3 | 984249AB8 | $12.3K | $12,385,274 | 1.9% |
| Customers Bancorp Inc(CUBI) | COM | 23204G100 | $12.3K | 600,000 | 1.9% |
| Mcgraw Hill Finl Inc | COM | 580645109 | $8.6K | 110,008 | 1.3% |
| Overland Storage Inc | COM NEW | 690310206 | $7.7K | 7,945,500 | 1.2% |
| American Airls Group Inc(AAL) | COM | 02376R102 | $5.3K | 211,753 | 0.8% |
| Sears Hldgs Corp | COM | 812350106 | $2.6K | 52,199 | 0.4% |
| Peabody Energy Corp | COM | 704549104 | $488 | 25,000 | 0.1% |
| Assured Guaranty LTD(AGO)Call | COM | G0585R106 | $267 | 100,000 | 0.0% |
| Radioshack Corp | COM | 750438103 | $118 | 45,535 | 0.0% |