Q4 2015 Holdings
Filed 2016-02-16 | 9 holdings | $18.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Clean Harbors Inc(CLH) | COM | 184496107 | $11.5M | 275,000 | 61.8% |
| Beazer Homes USA Inc(BZH) | COM NEW | 07556Q881 | $6.9M | 600,000 | 37.2% |
| Visa Inc(V) | COM CL A | 92826C839 | $50.4K | 650,000 | 0.3% |
| Union PAC Corp(UNP) | COM | 907818108 | $25.8K | 330,000 | 0.1% |
| Eagle Materials Inc(EXP) | COM | 26969P108 | $25.4K | 420,000 | 0.1% |
| Pulte Group Inc(PHM) | COM | 745867101 | $24.1K | 1,350,000 | 0.1% |
| Ecolab Inc(ECL) | COM | 278865100 | $18.3K | 160,000 | 0.1% |
| United Rentals Inc(URI) | COM | 911363109 | $17.0K | 235,000 | 0.1% |
| Canadian PAC RY LTD | COM | 13645T100 | $12.8K | 100,000 | 0.1% |