Q1 2014 Holdings
Filed 2014-05-15 | 8 holdings | $455.1K | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2014-10-02) | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Star Bulk Carriers Corp | SHS NEW | Y8162K121 | $87.9K | 6,161,004 | 19.3% |
| Scorpio Bulkers Inc | SHS | Y7546A106 | $84.3K | 8,341,000 | 18.5% |
| WCI Cmntys IncA | COM PAR $0.01 | 92923C807 | $66.4K | 3,362,493 | 14.6% |
| YPF Sociedad Anonima(YPF) | SPON ADR CL D | 984245100 | $64.6K | 2,073,531 | 14.2% |
| Trade STR Residential Inc | COM NEW | 89255N203 | $64.1K | 8,452,678 | 14.1% |
| Scorpio Tankers Inc(STNG) | SHS | Y7542C106 | $62.8K | 6,299,744 | 13.8% |
| Mgic Investment Corp(MTG) | COM | 552848103 | $18.4K | 2,154,799 | 4.0% |
| U S Concrete Inc(USCR) | COM NEW | 90333L201 | $6.6K | 278,741 | 1.4% |