Q2 2018 Holdings
Filed 2018-08-14 | 19 holdings | $46.0M | 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 | $32.3M | 1,444,152 | 70.1% |
| Builders Firstsource Inc(BLDR) | COM | 12008R107 | $13.6M | 742,294 | 29.5% |
| GTT Communications Inc | COM | 362393100 | $15.2K | 338,564 | 0.0% |
| Columbus Mckinnon Corp N Y(CMCO) | COM | 199333105 | $14.2K | 326,946 | 0.0% |
| National Resh Corp(NRC) | COM NEW | 637372202 | $13.0K | 348,876 | 0.0% |
| US Foods Hldg Corp(USFD) | COM | 912008109 | $12.9K | 342,100 | 0.0% |
| Beacon Roofing Supply Inc(BECNUSD) | COM | 073685109 | $10.6K | 248,903 | 0.0% |
| Lear Corp(LEA) | COM NEW | 521865204 | $10.4K | 56,127 | 0.0% |
| Owens ILL Inc | COM NEW | 690768403 | $10.4K | 616,623 | 0.0% |
| Cision LTD | SHS | G1992S109 | $10.1K | 676,500 | 0.0% |
| SPX Flow Inc | COM | 78469X107 | $9.6K | 219,883 | 0.0% |
| Whirlpool Corp(WHR) | COM | 963320106 | $9.4K | 64,498 | 0.0% |
| Natural Gas Services Group(NGS) | COM | 63886Q109 | $9.3K | 394,497 | 0.0% |
| Horizon Global Corp | COM | 44052W104 | $8.4K | 1,417,283 | 0.0% |
| Libbey Inc | COM | 529898108 | $7.8K | 964,837 | 0.0% |
| Altra Indl Motion Corp(AIMCUSD) | COM | 02208R106 | $7.1K | 164,044 | 0.0% |
| Valmont Inds Inc(VMI) | COM | 920253101 | $5.1K | 34,149 | 0.0% |
| Steelcase Inc(GJB) | CL A | 858155203 | $4.3K | 318,987 | 0.0% |
| Newell Brands Inc(NWL) | COM | 651229106 | $4.0K | 155,958 | 0.0% |