Q3 2017 Holdings
Filed 2017-11-13 | 89 holdings | $63.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cummins Inc(CMI) | COM | 231021106 | $297.0K | 1,765 | 0.5% |
| Dana Holding Corp(DAN) | COM | 235825205 | $2.7M | 97,825 | 4.3% |
| Cavco Inds Inc del(CVCO) | COM | 149568107 | $21.2M | 143,493 | 33.4% |
| Builders Firstsource Inc(BLDR) | COM | 12008R107 | $38.9M | 2,161,458 | 61.3% |