Q2 2015 Holdings
Filed 2015-08-13 | 9 holdings | $238.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| WCI Communities Inc Common | CMN | 92923C807 | $119.8K | 4,912,968 | 50.3% |
| Yahoo! Inc Common | CMN | 984332106 | $52.1K | 1,325,000 | 21.9% |
| Luxfer ADR | CMN | 550678106 | $32.2K | 2,475,685 | 13.5% |
| Continental Building Product Common(CBPXEUR) | CMN | 211171103 | $16.2K | 766,338 | 6.8% |
| Taylor Morrison Home Corp(TMHC) | CMN | 87724P106 | $4.5K | 222,206 | 1.9% |
| William Lyon Homes CL A Common | CMN | 552074700 | $3.8K | 149,752 | 1.6% |
| New Home Co Inc Common(NWHM) | CMN | 645370107 | $3.8K | 219,699 | 1.6% |
| Verso Paper Corp Common | CMN | 92531L108 | $2.9K | 4,342,774 | 1.2% |
| Mgic Investment Corp(MTG) | CMN | 552848103 | $2.8K | 248,956 | 1.2% |