Q4 2017 Holdings
Filed 2018-02-08 | 100 holdings | $77.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Tidewater Inc(TDW) | COM | 88642R109 | $15.1K | 619,482 | 0.0% |
| Leucadia Natl Corp | COM | 527288104 | $15.3K | 577,516 | 0.0% |
| Panhandle Oil and Gas Inc | CL A | 698477106 | $15.5K | 753,680 | 0.0% |
| LSB Inds Inc(LXU) | COM | 502160104 | $19.7K | 2,253,356 | 0.0% |
| Westlake Chem Corp(WLK) | COM | 960413102 | $28.5K | 267,235 | 0.0% |
| BMC Stock Holdings Inc(BMCH) | COM | 05591B109 | $58.9K | 2,328,362 | 0.1% |
| Cummins Inc(CMI) | COM | 231021106 | $282.0K | 1,600 | 0.4% |
| Dana Holding Corp(DAN) | COM | 235825205 | $3.1M | 97,825 | 4.1% |
| Amrep Corp New(AXR) | COM | 032159105 | $4.8M | 697,508 | 6.3% |
| Cavco Inds Inc del(CVCO) | COM | 149568107 | $21.8M | 142,664 | 28.2% |
| Builders Firstsource Inc(BLDR) | COM | 12008R107 | $46.8M | 2,146,933 | 60.7% |