Q4 2013 Holdings
Filed 2014-02-14 | 10 holdings | $927.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Masonite Intl Corp New(DOOREUR) | COM | 575385109 | $259.4K | 4,323,201 | 28.0% |
| Energy XXI (Bermuda) LTD | USD UNRS SHS | G10082140 | $160.3K | 5,923,158 | 17.3% |
| Sandridge Energy Inc | COM | 80007P307 | $153.1K | 25,224,807 | 16.5% |
| General Mtrs Co(GM) | COM | 37045V100 | $95.5K | 2,336,809 | 10.3% |
| CF Inds Hldgs Inc(CF) | COM | 125269100 | $92.1K | 395,000 | 9.9% |
| General Mtrs Co | *W EXP 07/10/201 | 37045V118 | $57.4K | 1,842,285 | 6.2% |
| General Mtrs Co | *W EXP 07/10/201 | 37045V126 | $42.6K | 1,842,285 | 4.6% |
| WPX Energy Inc | COM | 98212B103 | $26.1K | 1,280,000 | 2.8% |
| Quicksilver Resources Inc | COM | 74837R104 | $22.5K | 7,319,528 | 2.4% |
| Bank of America Corporation | *W EXP 01/16/201 | 060505146 | $18.1K | 2,795,291 | 2.0% |