Q1 2014 Holdings
Filed 2014-04-07 | 15 holdings | $317.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Flowserve Corp(FLS) | COM | 34354P105 | $34.1K | 435,241 | 10.7% |
| Seagate Technology PLC(STX) | SHS | G7945M107 | $30.9K | 549,437 | 9.7% |
| Celanese Corp del(CE) | COM SER A | 150870103 | $26.3K | 473,979 | 8.3% |
| Masco Corp(MAS) | COM | 574599106 | $21.8K | 982,629 | 6.9% |
| Nationstar MTG Hldgs Inc | COM | 63861C109 | $21.3K | 655,846 | 6.7% |
| Delta AIR Lines Inc del(DAL) | COM NEW | 247361702 | $21.3K | 613,936 | 6.7% |
| Union PAC Corp(UNP) | COM | 907818108 | $20.5K | 108,983 | 6.4% |
| Whirlpool Corp(WHR) | COM | 963320106 | $20.2K | 135,000 | 6.4% |
| National Oilwell Varco Inc(NOVEUR) | COM | 637071101 | $20.2K | 258,872 | 6.4% |
| Monsanto Co New | COM | 61166W101 | $19.2K | 169,140 | 6.1% |
| Ebay Inc(EBAY) | COM | 278642103 | $18.6K | 337,329 | 5.9% |
| Waste Connections Inc | COM | 941053100 | $18.2K | 415,882 | 5.7% |
| Citigroup Inc(C) | COM NEW | 172967424 | $17.7K | 371,908 | 5.6% |
| Informatica Corp | COM | 45666Q102 | $17.7K | 467,530 | 5.6% |
| Tata Mtrs LTD | SPONSORED ADR | 876568502 | $9.5K | 283,486 | 3.0% |