Q4 2019 Holdings
Filed 2020-02-14 | 8 holdings | $9.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Builders FirstSource Inc(BLDR) | Common Stock | 12008R107 | $9.6M | 376,433 | 99.3% |
| Green Brick Partners Inc(GRBK) | Common Stock | 392709101 | $17.4K | 1,514,808 | 0.2% |
| CRH Medical Corp(CRHEUR) | Common Stock | 12626F105 | $16.9K | 4,872,325 | 0.2% |
| Universal Insurance Holdings Inc(UVE) | Common Stock | 91359V107 | $13.6K | 484,189 | 0.1% |
| Ascena Retail Group Inc | Common Stock | 04351G200 | $7.4K | 961,557 | 0.1% |
| Waterstone Financial Inc(WSBF) | Common Stock | 94188P101 | $3.8K | 199,629 | 0.0% |
| Town Sports International Holdings Inc | Common Stock | 89214A102 | $3.4K | 2,000,337 | 0.0% |
| Ames National Corp(ATLO) | Common Stock | 031001100 | $2.0K | 72,388 | 0.0% |