Q1 2020 Holdings
Filed 2020-05-15 | 62 holdings | $25.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Magnachip Semiconductor Corp(MX) | COM | 55933J203 | $8.5K | 773,475 | 0.0% |
| Echostar Corp(SATS) | CL A | 278768106 | $9.1K | 285,574 | 0.0% |
| Altria Group Inc(MO) | COM | 02209S103 | $9.6K | 248,437 | 0.0% |
| Edgewell Pers Care Co(EPC) | COM | 28035Q102 | $10.3K | 428,006 | 0.0% |
| Tivo Corp | COM | 88870P106 | $12.0K | 1,688,191 | 0.0% |
| Brinker Intl Inc(EAT) | COM | 109641100 | $649.0K | 54,000 | 2.5% |
| BJS Restaurants Inc(BJRI) | COM | 09180C106 | $1.1M | 79,446 | 4.3% |
| Cracker Barrel Old Ctry Stor(CBRL) | COM | 22410J106 | $1.3M | 15,117 | 4.9% |
| Darden Restaurants Inc(DRI) | COM | 237194105 | $2.4M | 43,365 | 9.2% |
| Conduent Inc(CNDT) | COM | 206787103 | $2.6M | 1,046,189 | 10.0% |
| BOX Inc(BOX) | CL A | 10316T104 | $4.0M | 288,259 | 15.7% |
| DXC Technology Co(DXC) | COM | 23355L106 | $13.5M | 1,038,115 | 52.7% |