Q3 2013 Holdings
Filed 2013-11-13 | 6 holdings | $13.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Boise Inc | COM | 09746Y105 | $3.9K | 310,000 | 29.4% |
| Chicago Bridge & Iron Co NV | COM | 167250109 | $2.4K | 35,100 | 17.9% |
| Fluor Corp(FLR) | COM | 343412102 | $2.3K | 32,000 | 17.1% |
| KBR Inc(KBR) | COM | 48242W106 | $2.2K | 68,000 | 16.7% |
| Spdr Gold Trust(GLD) | GOLD SHS | 78463V107 | $1.3K | 10,000 | 9.6% |
| AK Steel Holding Corp(AKS1EUR) | COM | 001547108 | $1.2K | 330,000 | 9.3% |