Q2 2013 Holdings
Filed 2013-08-15 | 99 holdings | $36.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| LSB Inds Inc(LXU) | COM | 502160104 | $9.3K | 305,760 | 0.0% |
| Skechers U S A Inc(SKAA) | CL A | 830566105 | $11.5K | 479,375 | 0.0% |
| Omnova Solutions Inc | COM | 682129101 | $12.1K | 1,515,075 | 0.0% |
| Atwood Oceanics Inc | COM | 050095108 | $16.4K | 314,629 | 0.0% |
| Leucadia Natl Corp | COM | 527288104 | $17.6K | 671,456 | 0.0% |
| Panhandle Oil and Gas Inc | CL A | 698477106 | $20.6K | 722,440 | 0.1% |
| CPI Aerostructures Inc(CVU) | COM NEW | 125919308 | $2.7M | 249,622 | 7.4% |
| Amrep Corp New(AXR) | COM | 032159105 | $5.3M | 576,562 | 14.5% |
| Cavco Inds Inc del(CVCO) | COM | 149568107 | $10.8M | 214,759 | 29.6% |
| Builders Firstsource Inc(BLDR) | COM | 12008R107 | $17.6M | 2,941,627 | 48.0% |