Q4 2013 Holdings
Filed 2014-02-14 | 100 holdings | $48.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Builders Firstsource Inc(BLDR) | COM | 12008R107 | $26.4M | 3,708,072 | 54.7% |
| Cavco Inds Inc del(CVCO) | COM | 149568107 | $13.5M | 196,587 | 27.9% |
| Amrep Corp New(AXR) | COM | 032159105 | $5.0M | 708,777 | 10.3% |
| CPI Aerostructures Inc(CVU) | COM NEW | 125919308 | $3.3M | 216,572 | 6.7% |
| Panhandle Oil and Gas Inc | CL A | 698477106 | $23.7K | 708,680 | 0.0% |
| Leucadia Natl Corp | COM | 527288104 | $17.5K | 617,973 | 0.0% |
| LSB Inds Inc(LXU) | COM | 502160104 | $14.3K | 349,283 | 0.0% |
| Atwood Oceanics Inc | COM | 050095108 | $14.3K | 267,407 | 0.0% |
| Omnova Solutions Inc | COM | 682129101 | $12.7K | 1,399,292 | 0.0% |
| Advanced Energy Inds(AEIS) | COM | 007973100 | $10.4K | 455,745 | 0.0% |
| Canadian NAT RES LTD(CNQ) | COM | 136385101 | $9.8K | 288,725 | 0.0% |
| Skechers U S A Inc(SKAA) | CL A | 830566105 | $7.3K | 220,216 | 0.0% |
| Helmerich & Payne Inc(HP) | COM | 423452101 | $7.2K | 85,702 | 0.0% |
| Lincoln Elec Hldgs Inc(LECO) | COM | 533900106 | $7.2K | 100,444 | 0.0% |
| CAL Maine Foods Inc(CALM) | COM NEW | 128030202 | $6.5K | 107,893 | 0.0% |
| Gibraltar Inds Inc(ROCK) | COM | 374689107 | $6.4K | 342,938 | 0.0% |
| U M H Properties Inc(UMH) | COM | 903002103 | $6.4K | 675,259 | 0.0% |
| Seacor Holdings Inc | COM | 811904101 | $6.1K | 66,987 | 0.0% |
| Vistaprint N V | SHS | N93540107 | $4.3K | 76,130 | 0.0% |
| Seneca Foods Corp New(SENEA) | CL A | 817070501 | $4.1K | 129,827 | 0.0% |
| Graftech Intl LTD | COM | 384313102 | $4.1K | 362,850 | 0.0% |
| JOY Global Inc | COM | 481165108 | $3.2K | 55,165 | 0.0% |
| Pico Hldgs Inc | COM NEW | 693366205 | $3.1K | 132,210 | 0.0% |
| Starr Bulk Carriers Corp | SHS NEW | Y8162K121 | $2.8K | 206,858 | 0.0% |
| Drew Inds Inc | COM NEW | 26168L205 | $2.7K | 52,067 | 0.0% |
| Pricesmart Inc(PSMT) | COM | 741511109 | $2.7K | 22,984 | 0.0% |
| Stealthgas Inc(GASS) | SHS | Y81669106 | $2.0K | 200,000 | 0.0% |
| Limoneira Co(LMNR) | COM | 532746104 | $1.8K | 67,401 | 0.0% |
| ERA Group Inc(ERA1USD) | COM | 26885G109 | $1.8K | 56,931 | 0.0% |
| WPX Energy Inc | COM | 98212B103 | $1.5K | 73,900 | 0.0% |
| Coast Distr SYS | COM | 190345108 | $1.4K | 420,039 | 0.0% |
| Mobile Mini Inc | COM | 60740F105 | $1.3K | 32,392 | 0.0% |
| CGG | SPONS ADR | 12531Q105 | $1.3K | 76,299 | 0.0% |
| Westlake Shem Corp(WLK) | COM | 960413102 | $1.2K | 10,000 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $1.0K | 8,749 | 0.0% |
| Global Power Equipment GRP Inc | COM PAR $0.01 | 37941P306 | $1.0K | 52,550 | 0.0% |
| IFM Invts LTD | ADS CL A NEW | 45172L209 | $780 | 380,708 | 0.0% |
| BPZ Resources Inc | COM | 055639108 | $779 | 427,835 | 0.0% |
| PHI Inc | COM VTG | 69336T106 | $603 | 15,181 | 0.0% |
| Stock Bldg Supply Hldgs Inc | COM | 86101X104 | $573 | 31,446 | 0.0% |
| Baldwin & Lyons Inc | CL A | 057755100 | $568 | 22,701 | 0.0% |
| Hallador Energy Company(HNRG) | COM | 40609P105 | $504 | 62,543 | 0.0% |
| Skyline Corp(SKY) | COM | 830830105 | $499 | 96,846 | 0.0% |
| TAL Intl Group Inc | COM | 874083108 | $492 | 8,575 | 0.0% |
| Talisman Energy Inc | COM | 87425E103 | $491 | 42,177 | 0.0% |
| National Westn Life INS Co | CL A | 638522102 | $473 | 2,113 | 0.0% |
| Bluelinx Hldgs Inc | COM | 09624H109 | $462 | 236,503 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $460 | 820 | 0.0% |
| Timken Co(TKR) | COM | 887389104 | $444 | 8,060 | 0.0% |
| E House China Hldgs LTD | ADR | 26852W103 | $423 | 28,042 | 0.0% |