Q4 2016 Holdings
Filed 2017-02-14 | 21 holdings | $34.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Blue Bird Corp(BLBD) | COM | 095306106 | $23.5M | 1,523,601 | 67.5% |
| Builders Firstsource Inc(BLDR) | COM | 12008R107 | $11.1M | 1,015,273 | 31.9% |
| GTT Communications Inc | COM | 362393100 | $31.6K | 1,097,955 | 0.1% |
| Horizon Global Corp | COM | 44052W104 | $18.1K | 753,266 | 0.1% |
| National Resh Corp(NRC) | CL A | 637372202 | $14.4K | 758,417 | 0.0% |
| Libbey Inc | COM | 529898108 | $12.4K | 638,874 | 0.0% |
| Columbus Mckinnon Corp N Y(CMCO) | COM | 199333105 | $12.4K | 458,011 | 0.0% |
| Natural Gas Services Group(NGS) | COM | 63886Q109 | $11.6K | 361,915 | 0.0% |
| Whirlpool Corp(WHR) | COM | 963320106 | $11.1K | 61,198 | 0.0% |
| Owens ILL Inc | COM NEW | 690768403 | $10.5K | 601,647 | 0.0% |
| Altra Indl Motion Corp(AIMCUSD) | COM | 02208R106 | $10.2K | 276,722 | 0.0% |
| Lear Corp(LEA) | COM NEW | 521865204 | $10.2K | 76,827 | 0.0% |
| Steelcase Inc(GJB) | CL A | 858155203 | $8.4K | 470,208 | 0.0% |
| Beacon Roofing Supply Inc(BECNUSD) | COM | 073685109 | $8.2K | 178,795 | 0.0% |
| SPX Flow Inc | COM | 78469X107 | $8.2K | 255,100 | 0.0% |
| Valmont Inds Inc(VMI) | COM | 920253101 | $5.0K | 35,350 | 0.0% |
| Newell Brands Inc(NWL) | COM | 651229106 | $4.8K | 108,458 | 0.0% |
| Baker Hughes Inc | COM | 057224107 | $3.1K | 47,250 | 0.0% |
| National Resh Corp | CL B | 637372301 | $2.9K | 69,206 | 0.0% |
| Crawford & Co(CRD/A) | CL A | 224633206 | $2.5K | 265,525 | 0.0% |
| Drew Inds Inc | COM NEW | 26168L205 | $738 | 6,853 | 0.0% |