Q4 2014 Holdings
Filed 2015-02-17 | 11 holdings | $100.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Global Indemnity PLC | SHS | G39319101 | $28.5K | 1,004,821 | 28.3% |
| Boardwalk Pipeline Partners | UT LTD PARTNER | 096627104 | $15.4K | 865,139 | 15.2% |
| Post Hldgs Inc(POST) | COM | 737446104 | $14.4K | 342,919 | 14.2% |
| American Intl Group Inc(AIG) | COM NEW | 026874784 | $9.8K | 175,603 | 9.8% |
| CIT Group Inc(CITUSD) | COM NEW | 125581801 | $8.2K | 171,098 | 8.1% |
| Pacific Drilling SA Luxembou | REG SHS | L7257P106 | $6.4K | 1,384,252 | 6.4% |
| Investors Bancorp Inc New | COM | 46146L101 | $6.2K | 554,899 | 6.2% |
| Rayonier Advanced Matls Inc(RYAM) | COM | 75508B104 | $5.5K | 248,403 | 5.5% |
| American Intl Group Inc | *W EXP 01/19/202 | 026874156 | $3.3K | 133,154 | 3.2% |
| Atwood Oceanics Inc | COM | 050095108 | $2.5K | 88,930 | 2.5% |
| Market Vectors ETF TR | JR GOLD MINERS E | 57061R544 | $614 | 25,650 | 0.6% |