Q4 2013 Holdings
Filed 2014-02-12 | 8 holdings | $6.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Dana Holding Corp Common(DAN) | CMN | 235825205 | $6.2M | 314,200 | 95.6% |
| WCI Communities Inc Common | CMN | 92923C807 | $125.9K | 6,595,677 | 2.0% |
| Luxfer ADR | CMN | 550678106 | $65.2K | 3,125,982 | 1.0% |
| Amer Intl Group Inc CMN New(AIG) | CMN | 026874784 | $29.4K | 575,000 | 0.5% |
| Visteon Corp Common(VC) | CMN | 92839U206 | $23.6K | 288,559 | 0.4% |
| Delphi Automotive PLC Common | CMN | G27823106 | $18.1K | 300,323 | 0.3% |
| Mgic Investment Corp(MTG) | CMN | 552848103 | $11.8K | 1,400,000 | 0.2% |
| American Woodmark Corp(AMWD) | CMN | 030506109 | $7.8K | 198,145 | 0.1% |