Q4 2013 Holdings
Filed 2014-01-28 | 10 holdings | $217.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Flowserve Corp(FLS) | COM | 34354P105 | $33.5K | 424,391 | 15.4% |
| Celanese Corp del(CE) | COM | 150870103 | $25.6K | 462,129 | 11.7% |
| Nationstar MTG Hldgs Inc | COM | 63861C109 | $23.5K | 635,766 | 10.8% |
| Delta AIR Lines Inc del(DAL) | COM | 247361702 | $22.6K | 822,816 | 10.4% |
| Masco Corp(MAS) | COM | 574599106 | $21.5K | 945,929 | 9.9% |
| National Oilwell Varco Inc(NOVEUR) | COM | 637071101 | $19.8K | 249,332 | 9.1% |
| Citigroup Inc(C) | COM | 172967424 | $18.7K | 358,608 | 8.6% |
| Ebay Inc(EBAY) | COM | 278642103 | $17.8K | 323,719 | 8.2% |
| Union PAC Corp(UNP) | COM | 907818108 | $17.6K | 104,813 | 8.1% |
| Waste Connections Inc | COM | 941053100 | $17.3K | 397,482 | 8.0% |