Q3 2014 Holdings
Filed 2014-11-14 | 9 holdings | $249.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Suncoke Energy Inc(SXC) | COM | 86722A103 | $60.8K | 2,707,500 | 24.4% |
| CIT Group Inc(CITUSD) | COM NEW | 125581801 | $60.6K | 1,317,802 | 24.3% |
| Micron Technology Inc(MU) | COM | 595112103 | $42.0K | 1,225,000 | 16.8% |
| Aircastle LTD(AYR) | COM | G0129K104 | $30.9K | 1,888,115 | 12.4% |
| CBS Corp New | CL B | 124857202 | $27.6K | 515,900 | 11.1% |
| Pfizer Inc(PFE) | COM | 717081103 | $11.8K | 400,000 | 4.7% |
| Wabash Natl Corp(WNC) | COM | 929566107 | $10.7K | 803,135 | 4.3% |
| Eaton Corp PLC(ETN) | SHS | G29183103 | $4.6K | 72,936 | 1.9% |
| Collabrium Japan Acquisitn C | *W EXP 04/01/201 | G2266G110 | $142 | 750,000 | 0.1% |