Q2 2015 Holdings
Filed 2015-08-03 | 15 holdings | $55.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Howard Hughes Corp(HHC*) | COM | 44267D107 | $7.2K | 50,425 | 13.0% |
| Platform Specialty Prods COR | COM | 72766Q105 | $6.9K | 271,140 | 12.5% |
| Reading International Inc(RDI) | CL A | 755408101 | $5.1K | 371,106 | 9.3% |
| Jetblue Airways Corp(JBLU) | COM | 477143101 | $4.7K | 225,110 | 8.4% |
| AIR Prods & Chems Inc(APD) | COM | 009158106 | $4.1K | 29,728 | 7.3% |
| Delta AIR Lines Inc del(DAL) | COM NEW | 247361702 | $3.4K | 81,950 | 6.1% |
| Sodastream International LTD | USD SHS | M9068E105 | $3.2K | 151,705 | 5.8% |
| Avis Budget Group(CAR) | COM | 053774105 | $3.2K | 71,971 | 5.7% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $3.2K | 23,288 | 5.7% |
| Goldman Sachs Group Inc(GS) | COM | 38141G104 | $2.9K | 13,692 | 5.2% |
| Micron Technology Inc(MU) | COM | 595112103 | $2.6K | 137,130 | 4.7% |
| Magicjack Vocaltec LTD | SHS | M6787E101 | $2.5K | 338,014 | 4.5% |
| Hertz Global Holdings Inc | COM | 42805T105 | $2.5K | 138,493 | 4.5% |
| Spark Networks Inc | COM | 84651P100 | $2.3K | 761,709 | 4.2% |
| American Airls Group Inc(AAL) | COM | 02376R102 | $1.7K | 42,428 | 3.1% |