Q1 2015 Holdings
Filed 2015-05-15 | 8 holdings | $1.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Level 3 Communications Inc | COM NEW | 52729N308 | $267.4K | 4,965,967 | 24.5% |
| Micron Technology Inc(MU) | COM | 595112103 | $252.5K | 9,308,850 | 23.1% |
| Johnson Ctls Inc | COM | 478366107 | $214.0K | 4,242,971 | 19.6% |
| SK Telecom LTD | SPONSORED ADR | 78440P108 | $190.7K | 7,008,121 | 17.4% |
| Hertz Global Holdings Inc | COM | 42805T105 | $91.3K | 4,210,000 | 8.4% |
| United States STL Corp New(USX1) | COM | 912909108 | $68.6K | 2,810,000 | 6.3% |
| Avis Budget Group(CAR) | COM | 053774105 | $8.1K | 137,000 | 0.7% |
| Western Digital Corp(WDC) | COM | 958102105 | $464 | 5,099 | 0.0% |