Q3 2013 Holdings
Filed 2013-11-15 | 100 holdings | $46.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Builders Firstsource Inc(BLDR) | COM | 12008R107 | $24.8M | 4,223,053 | 53.8% |
| Cavco Inds Inc del(CVCO) | COM | 149568107 | $12.2M | 214,899 | 26.5% |
| Amrep Corp New(AXR) | COM | 032159105 | $6.0M | 684,659 | 12.9% |
| CPI Aerostructures Inc(CVU) | COM NEW | 125919308 | $2.9M | 249,622 | 6.3% |
| Panhandle Oil and Gas Inc | CL A | 698477106 | $20.2K | 714,680 | 0.0% |
| Leucadia Natl Corp | COM | 527288104 | $18.7K | 685,616 | 0.0% |
| Atwood Oceanics Inc | COM | 050095108 | $15.5K | 280,721 | 0.0% |
| Omnova Solutions Inc | COM | 682129101 | $13.0K | 1,524,992 | 0.0% |
| LSB Inds Inc(LXU) | COM | 502160104 | $12.6K | 374,285 | 0.0% |
| Skechers U S A Inc(SKAA) | CL A | 830566105 | $10.1K | 325,770 | 0.0% |
| Canadian NAT RES LTD(CNQ) | COM | 136385101 | $9.3K | 296,555 | 0.0% |
| Advanced Energy Inds(AEIS) | COM | 007973100 | $8.4K | 480,925 | 0.0% |
| Lincoln Elec Hldgs Inc(LECO) | COM | 533900106 | $7.4K | 111,124 | 0.0% |
| U M H Properties Inc(UMH) | COM | 903002103 | $7.1K | 711,104 | 0.0% |
| Gibraltar Inds Inc(ROCK) | COM | 374689107 | $6.9K | 481,638 | 0.0% |
| Helmerich & Payne Inc(HP) | COM | 423452101 | $6.8K | 98,982 | 0.0% |
| Seacor Holdings Inc | COM | 811904101 | $6.6K | 73,327 | 0.0% |
| Pricesmart Inc(PSMT) | COM | 741511109 | $6.6K | 69,612 | 0.0% |
| CAL Maine Foods Inc(CALM) | COM NEW | 128030202 | $5.8K | 120,243 | 0.0% |
| Drew Inds Inc | COM NEW | 26168L205 | $5.6K | 122,587 | 0.0% |
| Vistaprint N V | SHS | N93540107 | $5.1K | 90,380 | 0.0% |
| Seneca Foods Corp New(SENEA) | CL A | 817070501 | $3.9K | 129,698 | 0.0% |
| Pico Hldgs Inc | COM NEW | 693366205 | $3.1K | 143,810 | 0.0% |
| Graftech Intl LTD | COM | 384313102 | $3.1K | 364,600 | 0.0% |
| JOY Global Inc | COM | 481165108 | $2.3K | 44,315 | 0.0% |
| CGG | SPONS ADR | 12531Q105 | $1.9K | 81,521 | 0.0% |
| Stealthgas Inc(GASS) | SHS | Y81669106 | $1.8K | 200,000 | 0.0% |
| ERA Group Inc(ERA1USD) | COM | 26885G109 | $1.8K | 65,120 | 0.0% |
| E House China Hldgs LTD | ADR | 26852W103 | $1.7K | 186,405 | 0.0% |
| Coast Distr SYS | COM | 190345108 | $1.6K | 420,039 | 0.0% |
| Global Power Equipment GRP Inc | COM PAR $0.01 | 37941P306 | $1.6K | 77,700 | 0.0% |
| WPX Energy Inc | COM | 98212B103 | $1.5K | 76,350 | 0.0% |
| Mobile Mini Inc | COM | 60740F105 | $1.2K | 35,142 | 0.0% |
| Starr Bulk Carriers Corp | SHS NEW | Y8162K121 | $1.1K | 106,858 | 0.0% |
| Westlake Shem Corp(WLK) | COM | 960413102 | $1.0K | 10,000 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $993 | 8,749 | 0.0% |
| BPZ Resources Inc | COM | 055639108 | $834 | 427,835 | 0.0% |
| PHI Inc | COM VTG | 69336T106 | $636 | 17,381 | 0.0% |
| Baldwin & Lyons Inc | CL A | 057755100 | $540 | 22,701 | 0.0% |
| IFM Invts LTD | ADS CL A NEW | 45172L209 | $505 | 280,708 | 0.0% |
| Skyline Corp(SKY) | COM | 830830105 | $504 | 101,600 | 0.0% |
| Hallador Energy Company(HNRG) | COM | 40609P105 | $488 | 66,913 | 0.0% |
| Timken Co(TKR) | COM | 887389104 | $487 | 8,060 | 0.0% |
| Talisman Energy Inc | COM | 87425E103 | $485 | 42,177 | 0.0% |
| Bluelinx Hldgs Inc | COM | 09624H109 | $468 | 240,003 | 0.0% |
| National Westn Life INS Co | CL A | 638522102 | $426 | 2,113 | 0.0% |
| TAL Intl Group Inc | COM | 874083108 | $401 | 8,575 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $391 | 820 | 0.0% |
| Stock Bldg Supply Hldgs Inc | COM | 86101X104 | $329 | 25,050 | 0.0% |
| Steel Partners Hldgs L P | LTD PRTRSHIP U | 85814R107 | $300 | 20,000 | 0.0% |