Q2 2015 Holdings
Filed 2015-08-14 | 8 holdings | $150.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| CBS Corp New | CL B | 124857202 | $33.6K | 605,000 | 22.3% |
| Suncoke Energy Inc(SXC) | COM | 86722A103 | $30.9K | 2,373,194 | 20.5% |
| Micron Technology Inc(MU) | COM | 595112103 | $21.2K | 1,125,000 | 14.1% |
| Delta AIR Lines Inc del(DAL) | COM NEW | 247361702 | $20.5K | 500,000 | 13.7% |
| Rock-Tenn Co | CL A | 772739207 | $14.3K | 238,122 | 9.5% |
| Ocean RIG UDW Inc | SHS | Y64354205 | $12.5K | 2,444,900 | 8.3% |
| Hornbeck Offshore Svcs Inc N | COM | 440543106 | $9.4K | 456,769 | 6.2% |
| Sonic Automotive Inc(SAH) | CL A | 83545G102 | $8.0K | 336,959 | 5.3% |