Q4 2014 Holdings
Filed 2015-02-05 | 16 holdings | $59.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Howard Hughes Corp(HHC*) | COM | 44267D107 | $6.1K | 46,581 | 10.2% |
| Avis Budget Group(CAR) | COM | 053774105 | $4.9K | 73,393 | 8.2% |
| Reading International Inc(RDI) | CL A | 755408101 | $4.7K | 351,606 | 7.9% |
| Micron Technology Inc(MU) | COM | 595112103 | $4.5K | 128,640 | 7.6% |
| Platform Specialty Prods COR | COM | 72766Q105 | $4.5K | 192,065 | 7.5% |
| Delta AIR Lines Inc del(DAL) | COM NEW | 247361702 | $4.1K | 83,564 | 6.9% |
| AIR Prods & Chems Inc(APD) | COM | 009158106 | $3.7K | 25,682 | 6.2% |
| Jetblue Airways Corp(JBLU) | COM | 477143101 | $3.6K | 229,555 | 6.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $3.6K | 23,667 | 6.0% |
| Hertz Global Holdings Inc | COM | 42805T105 | $3.5K | 141,225 | 5.9% |
| American Intl Group Inc(AIG) | COM NEW | 026874784 | $3.5K | 61,900 | 5.8% |
| Sodastream International LTD | USD SHS | M9068E105 | $2.9K | 142,298 | 4.8% |
| Magicjack Vocaltec LTD | SHS | M6787E101 | $2.6K | 320,204 | 4.4% |
| Spark Networks Inc | COM | 84651P100 | $2.6K | 722,769 | 4.4% |
| Goldman Sachs Group Inc(GS) | COM | 38141G104 | $2.5K | 13,119 | 4.3% |
| American Airls Group Inc(AAL) | COM | 02376R102 | $2.1K | 39,809 | 3.6% |