Q4 2014 Holdings
Filed 2015-02-17 | 22 holdings | $215.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Libbey Inc | COM | 529898108 | $27.2K | 866,358 | 12.6% |
| GTT Communications Inc | COM | 362393100 | $20.4K | 1,544,525 | 9.5% |
| U S Physical Therapy Inc(USPH) | COM | 90337L108 | $14.9K | 354,122 | 6.9% |
| Lear Corp(LEA) | COM NEW | 521865204 | $12.2K | 124,827 | 5.7% |
| Jarden Corp | COM | 471109108 | $10.7K | 223,648 | 5.0% |
| Owens ILL Inc | COM NEW | 690768403 | $10.5K | 387,719 | 4.8% |
| Crawford & Co(CRD/A) | CL A | 224633206 | $9.9K | 1,158,718 | 4.6% |
| National Resh Corp(NRC) | CL A | 637372202 | $9.8K | 697,075 | 4.5% |
| Columbus Mckinnon Corp N Y(CMCO) | COM | 199333105 | $9.7K | 347,525 | 4.5% |
| Whirlpool Corp(WHR) | COM | 963320106 | $9.6K | 49,598 | 4.5% |
| Steelcase Inc(GJB) | CL A | 858155203 | $9.5K | 531,275 | 4.4% |
| Valmont Inds Inc(VMI) | COM | 920253101 | $9.4K | 74,200 | 4.4% |
| Franklin Covey Co(FC) | COM | 353469109 | $8.7K | 449,435 | 4.0% |
| Carmike Cinemas Inc | COM | 143436400 | $8.6K | 326,831 | 4.0% |
| Natural Gas Services Group(NGS) | COM | 63886Q109 | $8.2K | 356,604 | 3.8% |
| Altra Indl Motion Corp(AIMCUSD) | COM | 02208R106 | $8.2K | 287,844 | 3.8% |
| Patrick Inds Inc(PATK) | COM | 703343103 | $8.1K | 185,231 | 3.8% |
| Beacon Roofing Supply Inc(BECNUSD) | COM | 073685109 | $7.5K | 270,895 | 3.5% |
| Drew Inds Inc | COM NEW | 26168L205 | $6.2K | 120,878 | 2.9% |
| Regal Entmt Group | CL A | 758766109 | $2.9K | 136,300 | 1.3% |
| National Resh Corp | CL B | 637372301 | $2.4K | 65,778 | 1.1% |
| Hanger Inc | COM NEW | 41043F208 | $1.1K | 51,847 | 0.5% |