Q1 2013 Holdings
Filed 2015-08-06 | 8 holdings | $653.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Micron Technology Inc(MU) | COM | 595112103 | $168.2K | 16,865,126 | 25.8% |
| SK Telecom LTD | SPONSORED ADR | 78440P108 | $102.6K | 5,742,592 | 15.7% |
| Delta AIR Lines Inc del(DAL) | COM NEW | 247361702 | $101.6K | 6,154,513 | 15.6% |
| American Intl Group | COM | 026874478 | $84.2K | 2,167,777 | 12.9% |
| Fluor Corp New(FLR) | COM | 343412102 | $76.1K | 1,146,724 | 11.6% |
| BlackRock Inc(BLKCHF) | COM | 09247X101 | $51.5K | 200,450 | 7.9% |
| Level 3 Communications Inc | COM NEW | 52729N308 | $45.1K | 2,223,600 | 6.9% |
| Foster Wheeler AG | COM | H27178104 | $23.7K | 1,036,000 | 3.6% |