Q4 2013 Holdings
Filed 2014-02-14 | 16 holdings | $11.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Curtiss Wright Corp(CW) | COM | 231561101 | $9.7M | 155,865 | 88.4% |
| Baker Hughes Inc | COM | 057224107 | $263.3K | 4,765,000 | 2.4% |
| Owens ILL Inc | COM NEW | 690768403 | $238.9K | 6,677,860 | 2.2% |
| Harman Intl Inds Inc | COM | 413086109 | $208.8K | 2,550,485 | 1.9% |
| Oil STS Intl Inc(OIS) | COM | 678026105 | $195.2K | 1,919,004 | 1.8% |
| Cameron International Corp | COM | 13342B105 | $158.2K | 2,657,000 | 1.4% |
| Ashland Inc New | COM | 044209104 | $74.0K | 762,401 | 0.7% |
| Cooper Tire & Rubr Co(CTB) | COM | 216831107 | $24.1K | 1,004,409 | 0.2% |
| Goodyear Tire & Rubr Co(GT) | COM | 382550101 | $21.9K | 919,169 | 0.2% |
| Agco Corp(AGCO) | COM | 001084102 | $17.8K | 300,000 | 0.2% |
| Triumph Group Inc New(TG7) | COM | 896818101 | $15.6K | 204,760 | 0.1% |
| NCR Corp New(VYX) | COM | 62886E108 | $13.1K | 383,375 | 0.1% |
| Cytec Inds Inc | COM | 232820100 | $12.1K | 130,000 | 0.1% |
| Taminco Corp | COM | 87509U106 | $11.1K | 550,000 | 0.1% |
| News Corp New(NWSA) | CL A | 65249B109 | $11.0K | 608,986 | 0.1% |
| Axiall Corp | COM | 05463D100 | $9.7K | 204,259 | 0.1% |