Q1 2019 Holdings
Filed 2019-05-15 | 27 holdings | $287.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ashland Global Hldgs Inc(ASH) | COM | 044186104 | $33.5K | 428,326 | 11.6% |
| Kimberly Clark Corp(KMB) | COM | 494368103 | $25.0K | 201,553 | 8.7% |
| Ford MTR Co del(F) | COM | 345370860 | $21.1K | 2,408,165 | 7.4% |
| Boeing Co(BA) | COM | 097023105 | $20.9K | 54,831 | 7.3% |
| Fuller H B Co(FUL) | COM | 359694106 | $20.5K | 422,316 | 7.2% |
| Delta AIR Lines Inc del(DAL) | COM NEW | 247361702 | $20.3K | 392,490 | 7.1% |
| United Technologies Corp(UTXZ) | COM | 913017109 | $15.5K | 120,369 | 5.4% |
| Vulcan Matls Co(VMC) | COM | 929160109 | $12.7K | 107,361 | 4.4% |
| Honeywell Intl Inc(HON) | COM | 438516106 | $12.1K | 75,910 | 4.2% |
| Huntsman Corp(HUN) | COM | 447011107 | $10.7K | 474,576 | 3.7% |
| Gardner Denver Hldgs Inc(GDI1EUR) | COM | 36555P107 | $10.4K | 373,715 | 3.6% |
| Wabtec Corp(WAB) | COM | 929740108 | $8.7K | 117,410 | 3.0% |
| Borgwarner Inc(BWA) | COM | 099724106 | $8.6K | 224,259 | 3.0% |
| Axalta Coating SYS LTD(AXTA) | COM | G0750C108 | $8.4K | 332,810 | 2.9% |
| Royal Caribbean Cruises LTD(RCL) | COM | V7780T103 | $8.3K | 71,985 | 2.9% |
| Eaton Corp PLC(ETN) | SHS | G29183103 | $7.6K | 94,906 | 2.7% |
| Flowserve Corp(FLS) | COM | 34354P105 | $7.4K | 163,373 | 2.6% |
| Emerson Elec Co(EMR) | COM | 291011104 | $6.6K | 96,815 | 2.3% |
| Navistar Intl Corp New(NAV) | COM | 63934E108 | $5.1K | 157,008 | 1.8% |
| Allegion PUB LTD Co(ALLE) | ORD SHS | G0176J109 | $3.9K | 43,304 | 1.4% |
| Dover Corp(DOV) | COM | 260003108 | $3.8K | 40,572 | 1.3% |
| American Airls Group Inc(AAL) | COM | 02376R102 | $3.5K | 111,056 | 1.2% |
| AIR Prods & Chems Inc(APD) | COM | 009158106 | $3.4K | 18,027 | 1.2% |
| Nucor Corp(NUE) | COM | 670346105 | $3.4K | 58,157 | 1.2% |
| Grace W R & Co del New | COM | 38388F108 | $3.2K | 41,528 | 1.1% |
| Visteon Corp(VC) | COM NEW | 92839U206 | $1.4K | 20,606 | 0.5% |
| Westlake Chem Corp(WLK) | COM | 960413102 | $1.2K | 18,344 | 0.4% |