Q4 2017 Holdings
Filed 2018-02-14 | 117 holdings | $55.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Steelcase Inc(GJB) | Com | 858155203 | $17.3K | 1,141,232 | 0.0% |
| Vista Outdoor Inc(VSTOEUR) | Com | 928377100 | $17.6K | 1,205,505 | 0.0% |
| Amkor Technology Inc(AMKR) | Com | 031652100 | $17.7K | 1,761,345 | 0.0% |
| Winnebago Industries Inc(WGO) | Com | 974637100 | $17.7K | 319,189 | 0.0% |
| Electronics For Imaging Inc(EFII) | Com | 286082102 | $18.3K | 620,800 | 0.0% |
| Triumph Group Inc(TG7) | Com | 896818101 | $18.5K | 679,710 | 0.0% |
| Firstcash Inc | Com | 33767D105 | $19.5K | 289,180 | 0.0% |
| Rogers Corp(ROG) | Com | 775133101 | $19.5K | 120,552 | 0.0% |
| Vishay Intertechnology Inc(VSH) | Com | 928298108 | $19.9K | 958,596 | 0.0% |
| Seacor Holdings Inc | Com | 811904101 | $20.1K | 434,782 | 0.0% |
| McGrath Rentcorp(MGRC) | Com | 580589109 | $21.9K | 465,665 | 0.0% |
| Primerica Inc(PRI) | Com | 74164M108 | $22.3K | 219,419 | 0.0% |
| Ampco Pittsburgh Corp(AP) | Com | 032037103 | $3.6M | 289,780 | 6.5% |
| Dana Holding Corp(DAN) | Com | 235825205 | $6.6M | 205,700 | 12.0% |
| Addus Homecare Corp(ADUS) | Com | 006739106 | $7.4M | 212,161 | 13.4% |
| Casella Waste Systems Inc(CWST) | Com | 147448104 | $15.2M | 662,350 | 27.7% |
| Darling Ingredients Inc(DAR) | Com | 237266101 | $21.2M | 1,168,805 | 38.5% |