Q3 2013 Holdings
Filed 2013-11-19 | 10 holdings | $19.5K | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2013-12-04) | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Smithfield Foods IncA | COM | 832248108 | $8.5K | 250,293 | 43.6% |
| Perrigo CoA | COM | 714290103 | $4.7K | 38,215 | 23.9% |
| BMC Software IncA | COM | 055921100 | $1.3K | 28,641 | 6.8% |
| Applied Matls Inc(AMAT)A | COM | 038222105 | $1.0K | 59,820 | 5.3% |
| Vodafone Group PLC-Sp ADR ADRA | ADR | 92857W209 | $1.0K | 29,910 | 5.3% |
| Mako Surgical CorpA | COM | 560879108 | $886 | 29,910 | 4.5% |
| Verizon Communic(VZ)A | COM | 92343V104 | $816 | 17,946 | 4.2% |
| Cooper Tire & Rubr(CTB)A | COM | 216831107 | $478 | 14,955 | 2.4% |
| Penney J C IncA | COM | 708160106 | $420 | 44,865 | 2.1% |
| Intermec IncA | COM | 458786100 | $375 | 38,000 | 1.9% |