Q2 2014 Holdings
Filed 2014-08-13 | 6 holdings | $806.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Nortek, Inc. | COM NEW | 656559309 | $556.6K | 6,201,258 | 69.0% |
| Spdr Fund - XLF Financial Select SectorPut | SBI INT_FINL | 81369Y955 | $83.3K | $3,661,400 | 10.3% |
| Cumulus Media, Inc. | CL A | 231082108 | $78.4K | 11,894,766 | 9.7% |
| Exco Resources, Inc. | COM | 269279402 | $65.5K | 11,116,242 | 8.1% |
| Masonite International Corporation(DOOREUR) | COM | 575385109 | $22.5K | 400,000 | 2.8% |
| SandRidge Energy, Inc. | COM | 80007P307 | $474 | 66,278 | 0.1% |