Q4 2013 Holdings
Filed 2014-02-14 | 10 holdings | $162.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Global Indemnity PLC | SHS | G39319101 | $35.4K | 1,400,038 | 21.8% |
| American Intl Group Inc(AIG) | COM NEW | 026874784 | $29.2K | 571,664 | 17.9% |
| Pacific Drilling SA Luxembou | REG SHS | L7257P106 | $27.0K | 2,352,715 | 16.6% |
| Gencorp Inc. | COM | 368682100 | $18.4K | 1,019,584 | 11.3% |
| Post Holdings Inc(POST) | COM | 737446104 | $15.4K | 313,148 | 9.5% |
| SLM Corporation(SLM) | REG SHS | 78442P106 | $10.8K | 410,085 | 6.6% |
| Visteon Corp(VC) | COM | 92839U206 | $8.9K | 109,012 | 5.5% |
| CIT Group Inc(CITUSD) | COM NEW | 125581801 | $8.8K | 169,411 | 5.4% |
| American Intl Group Inc | *W EXP 01/19/202 | 026874156 | $6.7K | 329,952 | 4.1% |
| Market Vectors JR Gold Miner | JR GOLD MINERS E | 57061R544 | $2.2K | 69,350 | 1.3% |