Q4 2014 Holdings
Filed 2015-02-06 | 13 holdings | $169.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Barnes & Noble IncCall | COM | 067774109 | $44.2K | 1,902,200 | 26.1% |
| Axiall Corp | COM | 05463D100 | $25.5K | 600,000 | 15.1% |
| Talisman Energy IncCall | COM | 87425E103 | $24.3K | 3,100,000 | 14.3% |
| Navios Maritime Holdings Inc | COM | Y62196103 | $18.5K | 4,505,176 | 10.9% |
| Willbros Group Inc del | COM | 969203108 | $16.9K | 2,702,088 | 10.0% |
| Peabody Energy CorpCall | COM | 704549104 | $12.4K | 1,600,000 | 7.3% |
| Safe Bulkers Inc(SB) | COM | Y7388L103 | $8.2K | 2,108,721 | 4.9% |
| Halcon RES CorpCall | COM NEW | 40537Q209 | $6.3K | 3,519,900 | 3.7% |
| Blackstone GSO Strategic CR(BGB) | COM SHS BEN IN | 09257R101 | $4.3K | 259,235 | 2.5% |
| Halcon RES Corp | COM NEW | 40537Q209 | $4.0K | 2,249,915 | 2.4% |
| WCI Cmntys Inc | COM PAR $0.01 | 92923C807 | $1.9K | 98,909 | 1.1% |
| Alpha Natural Resources Inc(ANRZQEUR) | COM | 02076X102 | $1.7K | 1,000,000 | 1.0% |
| Proshares TR | REAL EST NEW 11 | 74348A871 | $1.0K | 79,666 | 0.6% |