Q1 2016 Holdings
Filed 2016-05-16 | 7 holdings | $124.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Nucor Corp(NUE) | COM | 670346105 | $30.7K | 650,000 | 24.8% |
| Steel Dynamics Inc(STLD) | COM | 858119100 | $25.6K | 1,136,254 | 20.6% |
| Berry Plastics Group Inc(BERYEUR) | COM | 08579W103 | $20.6K | 570,000 | 16.6% |
| Suncor Energy Inc New(SU) | COM | 867224107 | $15.3K | 550,000 | 12.4% |
| Ashland Inc New | COM | 044209104 | $11.0K | 100,000 | 8.9% |
| Lyondellbasell Industries N(LYB) | SHS - A - | N53745100 | $10.7K | 125,000 | 8.6% |
| Monsanto Co New | COM | 61166W101 | $10.1K | 115,000 | 8.1% |