Q4 2013 Holdings
Filed 2014-02-12 | 21 holdings | $105.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Compuware Corp | COM | 205638109 | $15.0K | 1,341,145 | 14.3% |
| BOB Evans Farms Inc(BOBEUSD) | COM | 096761101 | $9.8K | 194,315 | 9.4% |
| Visteon Corp(VC) | COM NEW | 92839U206 | $9.5K | 116,230 | 9.1% |
| Equinix Inc | COM NEW | 29444U502 | $8.8K | 49,484 | 8.4% |
| Berry Plastics Group Inc(BERYEUR) | COM | 08579W103 | $6.6K | 275,525 | 6.2% |
| General Mtrs Co(GM) | COM | 37045V100 | $6.5K | 159,925 | 6.2% |
| Lamar Advertising Co | CL A | 512815101 | $6.3K | 120,315 | 6.0% |
| Timken Co(TKR) | COM | 887389104 | $5.8K | 105,270 | 5.5% |
| Lender Processing Svcs Inc | COM | 52602E102 | $5.4K | 144,943 | 5.2% |
| Oil STS Intl Inc(OIS) | COM | 678026105 | $5.2K | 51,375 | 5.0% |
| Myers Inds Inc(MYE) | COM | 628464109 | $4.5K | 214,626 | 4.3% |
| Phillips 66(PSX) | COM | 718546104 | $4.2K | 54,690 | 4.0% |
| Meritor Inc(MTOR) | COM | 59001K100 | $3.9K | 374,275 | 3.7% |
| Hess Corp(HES) | COM | 42809H107 | $3.7K | 44,900 | 3.5% |
| Hertz Global Holdings Inc | COM | 42805T105 | $2.2K | 75,310 | 2.1% |
| Ashland Inc New | COM | 044209104 | $2.2K | 22,210 | 2.1% |
| United Rentals Inc(URI) | COM | 911363109 | $1.9K | 23,945 | 1.8% |
| QEP RES Inc(QEP) | COM | 74733V100 | $1.7K | 56,445 | 1.6% |
| Iron MTN Inc | COM | 462846106 | $823 | 27,128 | 0.8% |
| Schlumberger LTD(SLB) | COM | 806857108 | $773 | 8,573 | 0.7% |
| Halliburton Co(HAL) | COM | 406216101 | $253 | 4,995 | 0.2% |