Q1 2015 Holdings
Filed 2015-05-29 | 13 holdings | $430.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Monsanto Co New | COM | 61166W101 | $39.5K | 350,930 | 9.2% |
| Seagate Technology PLC(STX) | SHS | G7945M107 | $38.8K | 746,594 | 9.0% |
| Whirlpool Corp(WHR) | COM | 963320106 | $38.7K | 191,288 | 9.0% |
| Celanese Corp del(CE) | COM SER A | 150870103 | $38.3K | 686,442 | 8.9% |
| Informatica Corp | COM | 45666Q102 | $37.9K | 864,425 | 8.8% |
| Flowserve Corp(FLS) | COM | 34354P105 | $36.3K | 643,069 | 8.4% |
| Toll Brothers Inc(TOL) | COM | 889478103 | $34.2K | 868,511 | 7.9% |
| Citigroup Inc(C) | COM NEW | 172967424 | $34.0K | 659,005 | 7.9% |
| Carnival Corp(CCL) | PAIRED CTF | 143658300 | $32.4K | 676,564 | 7.5% |
| Manpowergroup Inc(MAN) | COM | 56418H100 | $30.6K | 355,699 | 7.1% |
| Owens ILL Inc | COM NEW | 690768403 | $28.9K | 1,237,399 | 6.7% |
| Shinhan Financial Group Co L(SHG) | SPN ADR RESTRD | 824596100 | $22.3K | 598,683 | 5.2% |
| Union PAC Corp(UNP) | COM | 907818108 | $18.9K | 174,757 | 4.4% |