Q4 2014 Holdings
Filed 2015-02-17 | 15 holdings | $19.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ally Finl Inc(ALLY) | COM | 02005N100 | $19.5M | 825,000 | 99.3% |
| Hovnanian Enterprises IncCall | CL A | 442487203 | $23.1K | 5,583,900 | 0.1% |
| Scorpio Tankers Inc(STNG) | SHS | Y7542C106 | $16.5K | 1,901,700 | 0.1% |
| LEE Enterprises Inc | COM | 523768109 | $16.3K | 4,440,156 | 0.1% |
| Telephone & Data SYS Inc(TDS) | COM NEW | 879433829 | $14.7K | 581,317 | 0.1% |
| Rock-Tenn Co | CL A | 772739207 | $12.8K | 210,000 | 0.1% |
| Mens Wearhouse Inc | COM | 587118100 | $9.6K | 217,000 | 0.0% |
| Istar Finl Inc | COM | 45031U101 | $7.6K | 556,500 | 0.0% |
| Scientific Games Corp(LNWO) | CL A | 80874P109 | $7.0K | 548,265 | 0.0% |
| Vantage Drilling Company | ORD SHS | G93205113 | $6.9K | 14,207,332 | 0.0% |
| Civitas Solutions Inc | COM | 17887R102 | $5.9K | 345,516 | 0.0% |
| National BK Greece S ACall | SPN ADR REP 1 SH | 633643705 | $5.5K | 3,089,400 | 0.0% |
| Hovnanian Enterprises Inc | CL A | 442487203 | $3.8K | 925,963 | 0.0% |
| Servicemaster Global Hldgs I | COM | 81761R109 | $2.7K | 100,000 | 0.0% |
| Verso Paper Corp | COM | 92531L108 | $1.2K | 353,251 | 0.0% |