Q1 2019 Holdings
Filed 2019-05-15 | 7 holdings | $35.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Darling Ingredients Inc(DAR) | COM | 237266101 | $18.4M | 850,605 | 52.0% |
| Ally Finl Inc(ALLY) | COM | 02005N100 | $16.9M | 614,332 | 47.7% |
| Orion Engineered Carbons S A(OEC) | COM | L72967109 | $24.8K | 1,305,544 | 0.1% |
| MR Cooper Group Inc(07WA) | COM | 62482R107 | $21.9K | 2,286,419 | 0.1% |
| TPI Composites Inc(TPICQ) | COM | 87266J104 | $18.5K | 647,278 | 0.1% |
| Instructure Inc | COM | 45781U103 | $18.2K | 385,834 | 0.1% |
| PG&E Corp(PCG) | COM | 69331C108 | $1.6K | 88,000 | 0.0% |