Q2 2015 Holdings
Filed 2015-08-14 | 5 holdings | $19.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| U S Concrete Inc(USCR) | COM NEW | 90333L201 | $6.3K | 167,006 | 32.7% |
| Kemet Corp | COM NEW | 488360207 | $5.6K | 1,952,130 | 29.1% |
| PLY GEM Hldgs Inc | COM | 72941W100 | $5.0K | 420,848 | 25.7% |
| Eagle Materials Inc(EXP) | COM | 26969P108 | $2.1K | 26,989 | 10.7% |
| Sandridge Energy Inc | COM | 80007P307 | $357 | 407,100 | 1.8% |