Q1 2016 Holdings
Filed 2016-05-16 | 8 holdings | $25.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Clean Harbors Inc(CLH) | COM | 184496107 | $19.7M | 400,000 | 78.2% |
| Beazer Homes USA Inc(BZH) | COM NEW | 07556Q881 | $5.2M | 600,000 | 20.7% |
| Visa Inc(V) | COM CL A | 92826C839 | $65.4K | 855,000 | 0.3% |
| Ecolab Inc(ECL) | COM | 278865100 | $49.1K | 440,000 | 0.2% |
| Eagle Materials Inc(EXP) | COM | 26969P108 | $44.9K | 640,000 | 0.2% |
| Canadian PAC RY LTD | COM | 13645T100 | $43.8K | 330,000 | 0.2% |
| Pulte Group Inc(PHM) | COM | 745867101 | $41.2K | 2,200,000 | 0.2% |
| Union PAC Corp(UNP) | COM | 907818108 | $21.5K | 270,000 | 0.1% |