Q3 2013 Holdings
Filed 2013-11-14 | 9 holdings | $251.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Enpro Inds Inc(NPO) | COM | 29355X107 | $51.2K | 849,524 | 20.3% |
| American Intl Group Inc(AIG) | COM NEW | 026874784 | $41.8K | 859,100 | 16.6% |
| Taro Pharmaceutical Inds LTD | SHS | M8737E108 | $35.9K | 472,135 | 14.3% |
| Nordion Inc | COM | 65563C105 | $34.6K | 4,007,701 | 13.7% |
| Tronox LTD | SHS CL A | Q9235V101 | $25.9K | 1,060,000 | 10.3% |
| Luxfer Hldgs PLC | SPONSORED ADR | 550678106 | $21.5K | 1,344,204 | 8.5% |
| Rubicon Minerals Corp | COM | 780911103 | $18.2K | 14,346,800 | 7.3% |
| Scorpio Tankers Inc(STNG) | SHS | Y7542C106 | $13.5K | 1,379,536 | 5.4% |
| Mannkind Corp | COM | 56400P201 | $9.1K | 1,600,000 | 3.6% |