Q2 2015 Holdings
Filed 2015-08-13 | 9 holdings | $125.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ally Financial Inc(ALLY) | Common | 02005N100 | $78.6M | 3,504,000 | 62.7% |
| Antero Resources Corp(AR) | Common | 03674X106 | $44.4M | 1,291,733 | 35.4% |
| Ardelyx Inc(ARDX) | Common | 039697107 | $2.2M | 136,866 | 1.7% |
| Manitowoc Co Inc | Common | 563571108 | $71.4K | 3,645,349 | 0.1% |
| Cheniere Energy Inc(LNG) | Common | 16411R208 | $66.6K | 960,900 | 0.1% |
| YPF SA(YPF) | Common | 984245100 | $38.5K | 1,403,494 | 0.0% |
| Irsa Inversiones y Representaciones SA(IRSUSD) | Common | 450047204 | $20.6K | 1,146,996 | 0.0% |
| Keryx Biopharmaceuticals Inc | Common | 492515101 | $16.0K | 1,605,800 | 0.0% |
| Cresud Sacif y A(CD8) | Common | 226406106 | $6.3K | 485,711 | 0.0% |