Q4 2014 Holdings
Filed 2015-02-17 | 8 holdings | $413.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| PHI Inc | COM NON VTG | 69336T205 | $189.9K | 5,077,666 | 46.0% |
| Bunge Limited(BG)Call | COM | G16962105 | $54.5K | 600,000 | 13.2% |
| Suncoke Energy Inc(SXC) | COM | 86722A103 | $52.7K | 2,726,007 | 12.8% |
| Sunopta Inc(STKL) | COM | 8676EP108 | $51.8K | 4,374,700 | 12.5% |
| Bunge Limited(BG) | COM | G16962105 | $27.8K | 306,015 | 6.7% |
| Entravision Communications C(EVC) | CL A | 29382R107 | $27.8K | 4,292,959 | 6.7% |
| CHC Group LTD | SHS | G07021101 | $7.7K | 2,377,836 | 1.9% |
| Allied Nevada Gold Corp | COM | 019344100 | $870 | 1,000,000 | 0.2% |