Q1 2015 Holdings
Filed 2015-05-13 | 11 holdings | $296.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| WCI Communities Inc Common | CMN | 92923C807 | $160.7K | 6,708,499 | 54.1% |
| Yahoo! Inc Common | CMN | 984332106 | $38.9K | 875,000 | 13.1% |
| Luxfer ADR | CMN | 550678106 | $33.1K | 2,475,685 | 11.1% |
| Continental Building Product Common(CBPXEUR) | CMN | 211171103 | $22.7K | 1,004,401 | 7.6% |
| Mgic Investment Corp(MTG) | CMN | 552848103 | $13.0K | 1,348,122 | 4.4% |
| Verso Paper Corp Common | CMN | 92531L108 | $7.8K | 4,342,774 | 2.6% |
| Norcraft COS Inc Common | CMN | 65557Y105 | $7.0K | 273,557 | 2.4% |
| Taylor Morrison Home Corp(TMHC) | CMN | 87724P106 | $4.6K | 222,206 | 1.6% |
| William Lyon Homes CL A Common | CMN | 552074700 | $3.9K | 149,752 | 1.3% |
| New Home Co LLC Common(NWHM) | CMN | 645370107 | $3.5K | 219,699 | 1.2% |
| Delta AIR Lines Inc del COM New(DAL) | CMN | 247361702 | $1.8K | 40,000 | 0.6% |