Q3 2014 Holdings
Filed 2014-10-06 | 4 holdings | $1.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Western Digital Corp(WDC) | Common Stock | 958102105 | $628.8K | 6,487,701 | 43.4% |
| Micron Technology Inc(MU) | Common Stock | 595112103 | $481.2K | 14,046,464 | 33.2% |
| Pitney Bowes Inc(PBI) | Common Stock | 724479100 | $180.7K | 4,349,437 | 12.5% |
| Peabody Energy Corp | Common Stock | 704549104 | $158.9K | 12,836,422 | 11.0% |