Q4 2018 Holdings
Filed 2019-02-14 | 7 holdings | $40.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ally Finl Inc(ALLY) | COM | 02005N100 | $24.4M | 1,075,610 | 59.6% |
| Darling Ingredients Inc(DAR) | COM | 237266101 | $16.4M | 850,605 | 40.1% |
| Centene Corp del(CNC) | COM | 15135B101 | $40.0K | 346,939 | 0.1% |
| MR Cooper Group Inc(07WA) | COM | 62482R107 | $34.1K | 2,920,480 | 0.1% |
| Orion Engineered Carbons S A(OEC) | COM | L72967109 | $29.6K | 1,169,393 | 0.1% |
| Instructure Inc | COM | 45781U103 | $14.3K | 381,625 | 0.0% |
| AXA Equitable Hldgs Inc | COM | 054561105 | $5.8K | 350,000 | 0.0% |