Q3 2014 Holdings
Filed 2014-11-14 | 7 holdings | $439.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| YPF Sociedad Anonima(YPF) | SPON ADR CL D | 984245100 | $93.5K | 2,527,831 | 21.3% |
| Scorpio Bulkers Inc | SHS | Y7546A106 | $70.9K | 12,188,991 | 16.2% |
| Star Bulk Carriers Corp | SHS NEW | Y8162K121 | $67.9K | 6,161,004 | 15.5% |
| WCI Cmntys Inc | COM PAR $0.01 | 92923C807 | $62.0K | 3,362,493 | 14.1% |
| Trade STR Residential Inc | COM NEW | 89255N203 | $60.4K | 8,452,678 | 13.7% |
| Scorpio Tankers Inc(STNG) | SHS | Y7542C106 | $52.4K | 6,299,744 | 11.9% |
| Mgic Invt Corp WIS(MTG) | COM | 552848103 | $32.0K | 4,091,557 | 7.3% |