Q1 2015 Holdings
Filed 2015-05-15 | 16 holdings | $768.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ocwen Finl Corp | COM NEW | 675746309 | $99.0K | 12,000,000 | 12.9% |
| News Corp New(NWSA) | CL A | 65249B109 | $80.1K | 5,000,000 | 10.4% |
| Gencorp Inc | COM | 368682100 | $74.2K | 3,200,000 | 9.7% |
| Tribune Media Co(TRCO) | CL A | 896047503 | $60.8K | 1,000,000 | 7.9% |
| Home LN Servicing Solutions | ORD SHS | G6648D109 | $59.5K | 3,600,000 | 7.7% |
| Mcdermott International CVT Pref | PFD CONV | 580037141 | $59.4K | 4,000,000 | 7.7% |
| General Mtrs Co(GM) | COM | 37045V100 | $56.3K | 1,500,000 | 7.3% |
| National GEN Hldgs Corp | COM | 636220303 | $51.4K | 2,750,000 | 6.7% |
| Navient Corp(NAVI) | COM | 63938C108 | $45.7K | 2,250,000 | 6.0% |
| American Rlty Cap Pptys Inc | COM | 02917T104 | $39.4K | 4,000,000 | 5.1% |
| Suncoke Energy Inc(SXC) | COM | 86722A103 | $35.1K | 2,350,000 | 4.6% |
| Babcock & Wilcox Co New | COM | 05615F102 | $30.5K | 950,000 | 4.0% |
| Liberty Media Corp Delaware | COM SER C | 531229300 | $26.7K | 700,000 | 3.5% |
| Citizens Finl Group Inc(CFG) | COM | 174610105 | $24.1K | 1,000,000 | 3.1% |
| Liberty Media Corp Delaware | CL A | 531229102 | $13.5K | 350,000 | 1.8% |
| QLT Inc | COM | 746927102 | $12.7K | 3,250,000 | 1.7% |