Q3 2022 Holdings
Filed 2022-11-14 | 1405 holdings | $309.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Clearwater Paper Corp(CLW) | COM | 18538R103 | $11.3M | 301,500 | 3.7% |
| Charles RIV Labs Intl Inc(CRL) | COM | 159864107 | $12.1M | 61,350 | 3.9% |
| Customers Bancorp Inc(CUBI) | COM | 23204G100 | $12.4M | 419,091 | 4.0% |
| Builders Firstsource Inc(BLDR) | COM | 12008R107 | $13.4M | 226,900 | 4.3% |
| Antero Resources Corp(AR) | COM | 03674X106 | $14.2M | 466,600 | 4.6% |