Q1 2015 Holdings
Filed 2015-05-15 | 84 holdings | $40.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amrep Corp New(AXR) | COM | 032159105 | $3.6M | 700,793 | 9.0% |
| Cavco Inds Inc del(CVCO) | COM | 149568107 | $14.2M | 189,666 | 35.3% |
| Builders Firstsource Inc(BLDR) | COM | 12008R107 | $18.8M | 2,819,174 | 46.7% |