Q3 2018 Holdings
Filed 2018-11-07 | 14 holdings | $279.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| T Mobile US Inc(TMUS) | COM | 872590104 | $26.9K | 383,519 | 9.6% |
| Pfizer Inc(PFE) | COM | 717081103 | $26.1K | 591,284 | 9.3% |
| Colfax Corp | COM | 194014106 | $25.2K | 699,831 | 9.0% |
| Cardinal Health Inc(CAH) | COM | 14149Y108 | $24.8K | 458,624 | 8.9% |
| General Mtrs Co(GM) | COM | 37045V100 | $23.9K | 710,804 | 8.6% |
| American Intl Group Inc(AIG) | COM NEW | 026874784 | $23.3K | 438,143 | 8.3% |
| CNX Midstream Partners LP | COM UNIT REPST | 12654A101 | $19.7K | 1,023,265 | 7.0% |
| Netapp Inc(NTAP) | COM | 64110D104 | $17.4K | 202,945 | 6.2% |
| Orthofix MED Inc(OFIX) | COM | 68752M108 | $16.7K | 289,522 | 6.0% |
| Coherent Inc(COHREUR) | COM | 192479103 | $16.2K | 94,209 | 5.8% |
| Chubb Limited(CB) | COM | H1467J104 | $15.4K | 115,562 | 5.5% |
| F M C Corp(FMC) | COM NEW | 302491303 | $15.0K | 171,909 | 5.4% |
| Alexander & Baldwin Inc New(ALEX) | COM | 014491104 | $14.8K | 650,147 | 5.3% |
| Dowdupont Inc | COM | 26078J100 | $14.1K | 218,821 | 5.0% |