Q1 2016 Holdings
Filed 2016-05-13 | 7 holdings | $73.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Global Indemnity PLC | SHS | G39319101 | $32.5K | 1,043,157 | 44.3% |
| Boardwalk Pipeline Partners | UT LTD PARTNER | 096627104 | $15.0K | 1,018,785 | 20.5% |
| Post Hldgs Inc(POST) | COM | 737446104 | $12.5K | 182,199 | 17.1% |
| American Intl Group Inc | *W EXP 01/19/202 | 026874156 | $4.9K | 264,150 | 6.7% |
| Ocwen Finl Corp | COM NEW | 675746309 | $4.4K | 1,770,864 | 6.0% |
| Kinder Morgan Inc del(KMI) | COM | 49456B101 | $3.1K | 173,334 | 4.2% |
| Pacific Drilling SA Luxembou | REG SHS | L7257P106 | $949 | 1,937,339 | 1.3% |