Q3 2014 Holdings
Filed 2014-11-14 | 14 holdings | $684.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ocwen Finl Corp | COM NEW | 675746309 | $117.8K | 4,500,000 | 17.2% |
| News Corp New(NWSA) | CL A | 65249B109 | $65.4K | 4,000,000 | 9.6% |
| Spirit Aerosystems Hldgs Inc(S9Q) | COM CL A | 848574109 | $57.1K | 1,500,000 | 8.3% |
| Gencorp Inc | COM | 368682100 | $55.9K | 3,500,000 | 8.2% |
| Babcock & Wilcox Co New | COM | 05615F102 | $55.4K | 2,000,000 | 8.1% |
| National GEN Hldgs Corp | COM | 636220303 | $54.9K | 3,250,000 | 8.0% |
| Mcdermott International CVT PR | PFD CONV | 580037141 | $54.3K | 2,500,000 | 7.9% |
| General Mtrs Co(GM) | COM | 37045V100 | $51.1K | 1,600,000 | 7.5% |
| Suncoke Energy Inc(SXC) | COM | 86722A103 | $44.9K | 2,000,000 | 6.6% |
| Navient Corp(NAVI) | COM | 63938C108 | $39.8K | 2,250,000 | 5.8% |
| Liberty Media Corp Delaware | COM SER C | 531229300 | $32.9K | 700,000 | 4.8% |
| Citizens Finl Group Inc(CFG) | COM | 174610105 | $23.4K | 1,000,000 | 3.4% |
| Liberty Media Corp Delaware | CL A | 531229102 | $16.5K | 350,000 | 2.4% |
| QLT Inc | COM | 746927102 | $14.7K | 3,250,000 | 2.1% |