Q3 2020 Holdings
Filed 2020-11-09 | 13 holdings | $16.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| D R Horton Inc(DHI) | COM | 23331A109 | $7.8M | 103,108 | 48.2% |
| Cummins Inc(CMI) | COM | 231021106 | $7.1M | 33,611 | 43.9% |
| Alaska AIR Group Inc(ALK) | COM | 011659109 | $1.1M | 30,125 | 6.8% |
| Dish Network Corporation(DISH) | CL A | 25470M109 | $92.8K | 3,197,390 | 0.6% |
| Teck Resources LTD(TECK) | CL B | 878742204 | $21.8K | 1,564,859 | 0.1% |
| Norfolk Southn Corp(NSC) | COM | 655844108 | $15.1K | 70,461 | 0.1% |
| General Mtrs Co(GM) | COM | 37045V100 | $12.6K | 426,558 | 0.1% |
| Lennar Corp(LEN) | CL A | 526057104 | $7.6K | 92,633 | 0.0% |
| Home Depot Inc(HD) | COM | 437076102 | $6.7K | 24,007 | 0.0% |
| Freeport-Mcmoran Inc(FCX) | CL B | 35671D857 | $6.3K | 401,524 | 0.0% |
| Hunt J B Trans Svcs Inc(JBHT) | COM | 445658107 | $5.9K | 46,559 | 0.0% |
| Ford MTR Co del(F) | COM | 345370860 | $5.9K | 882,684 | 0.0% |
| EQT Corp(EQT) | COM | 26884L109 | $4.7K | 361,271 | 0.0% |