Q2 2015 Holdings
Filed 2015-08-14 | 14 holdings | $1.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| GNC Hldgs Inc | COM CL A | 36191G107 | $158.9K | 3,572,285 | 12.8% |
| Tyson Foods Inc(TSN) | CL A | 902494103 | $157.7K | 3,698,598 | 12.7% |
| Community Health SYS Inc New(CYH) | COM | 203668108 | $136.7K | 2,170,835 | 11.0% |
| Bank Amer Corp(BAC) | COM | 060505104 | $136.4K | 8,012,726 | 11.0% |
| Amaya Inc | COM | 02314M108 | $99.9K | 3,648,681 | 8.1% |
| Huntsman Corp(HUN) | COM | 447011107 | $94.7K | 4,288,918 | 7.6% |
| Santander Consumer USA HDG I(SC) | COM | 80283M101 | $79.5K | 3,110,113 | 6.4% |
| IMS Health Hldgs Inc | COM | 44970B109 | $79.4K | 2,590,464 | 6.4% |
| KAR Auction Svcs Inc(OPLN) | COM | 48238T109 | $79.1K | 2,115,195 | 6.4% |
| Axalta Coating SYS LTD(AXTA) | COM | G0750C108 | $56.7K | 1,712,728 | 4.6% |
| Masonite Intl Corp New(DOOREUR) | COM | 575385109 | $51.7K | 737,595 | 4.2% |
| KLX Inc | COM | 482539103 | $49.5K | 1,120,868 | 4.0% |
| HCA Holdings Inc(HCA) | COM | 40412C101 | $44.3K | 488,587 | 3.6% |
| California RES Corp | COM | 13057Q107 | $13.0K | 2,148,671 | 1.0% |