Q4 2014 Holdings
Filed 2015-01-28 | 14 holdings | $439.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Whirlpool Corp(WHR) | COM | 963320106 | $49.5K | 255,429 | 11.3% |
| Seagate Technology PLC(STX) | SHS | G7945M107 | $43.6K | 654,904 | 9.9% |
| Tata Mtrs LTD | SPONSORED ADR | 876568502 | $41.9K | 989,876 | 9.5% |
| Monsanto Co New | COM | 61166W101 | $35.9K | 300,420 | 8.2% |
| Celanese Corp del(CE) | COM SER A | 150870103 | $34.1K | 568,622 | 7.8% |
| Flowserve Corp(FLS) | COM | 34354P105 | $31.6K | 528,569 | 7.2% |
| Mylan Inc | COM | 628530107 | $28.8K | 510,090 | 6.5% |
| Citigroup Inc(C) | COM NEW | 172967424 | $27.9K | 514,895 | 6.3% |
| Informatica Corp | COM | 45666Q102 | $26.8K | 702,865 | 6.1% |
| Owens ILL Inc | COM NEW | 690768403 | $26.2K | 970,829 | 6.0% |
| National Oilwell Varco Inc(NOVEUR) | COM | 637071101 | $25.0K | 381,725 | 5.7% |
| Shinhan Financial Group Co L(SHG) | SPN ADR RESTRD | 824596100 | $23.9K | 592,413 | 5.4% |
| Waste Connections Inc | COM | 941053100 | $23.4K | 532,871 | 5.3% |
| Union PAC Corp(UNP) | COM | 907818108 | $21.2K | 178,101 | 4.8% |