Q3 2014 Holdings
Filed 2014-11-13 | 11 holdings | $284.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| WCI Communities Inc Common | CMN | 92923C807 | $121.6K | 6,595,676 | 42.7% |
| Luxfer ADR | CMN | 550678106 | $42.1K | 2,439,352 | 14.8% |
| Amer Intl Group Inc CMN New(AIG) | CMN | 026874784 | $32.4K | 600,000 | 11.4% |
| Continental Building Product Common(CBPXEUR) | CMN | 211171103 | $22.7K | 1,554,667 | 8.0% |
| Mgic Investment Corp(MTG) | CMN | 552848103 | $20.0K | 2,565,000 | 7.0% |
| American Woodmark Corp(AMWD) | CMN | 030506109 | $11.7K | 317,983 | 4.1% |
| Home Depot Inc Common(HD) | CMN | 437076102 | $10.7K | 117,000 | 3.8% |
| Fortune Brands Home & Security Common(FBIN) | CMN | 34964C106 | $9.5K | 230,000 | 3.3% |
| Verso Paper Corp Common | CMN | 92531L108 | $7.0K | 2,195,277 | 2.5% |
| Norcraft COS Inc Common | CMN | 65557Y105 | $4.4K | 273,557 | 1.5% |
| New Home Co LLC Common(NWHM) | CMN | 645370107 | $2.7K | 199,752 | 0.9% |