Q2 2013 Holdings
Filed 2013-08-14 | 12 holdings | $251.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| American Intl Group Inc | COM NEW | 26874784 | $38.4K | 859,012 | 15.3% |
| Enpro Inds Inc(NPO) | COM | 29355X107 | $31.2K | 614,915 | 12.4% |
| Nordion Inc | COM | 65563C105 | $29.7K | 4,007,701 | 11.8% |
| Delphi Automotive PLC | SHS | G27823106 | $29.2K | 575,609 | 11.6% |
| Taro Pharmaceutical Inds LTD | SHS | M8737E108 | $26.3K | 470,344 | 10.4% |
| Tronox LTD | SHS CL A | Q9235V101 | $21.4K | 1,060,000 | 8.5% |
| Luxfer Hldgs PLC | SPONSORED ADR | 550678106 | $21.3K | 1,344,204 | 8.5% |
| Spdr S&P 500 ETF TR(SPY)Put | COM | 78462F103 | $20.9K | 130,000 | 8.3% |
| Rubicon Minerals Corp | COM | 780911103 | $18.4K | 14,346,800 | 7.3% |
| Scorpio Tankers Inc(STNG) | SHS | Y7542C106 | $12.4K | 1,379,536 | 4.9% |
| Primus Telecommunications GR | COM | 741929301 | $1.4K | 113,375 | 0.5% |
| Mannkind Corp | COM | 56400P201 | $1.3K | 200,000 | 0.5% |