Q1 2016 Holdings
Filed 2016-05-11 | 56 holdings | $8.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| BMC Stock Holdings Inc(BMCH) | COM | 05591B109 | $23.0K | 1,383,150 | 0.3% |
| Builders FirstSource Inc(BLDR) | COM | 12008R107 | $282.0K | 25,000 | 3.5% |
| Commercial Vehicle Group Inc(CVGI) | COM | 202608105 | $542.0K | 204,556 | 6.7% |
| Casella Waste Systems Inc Cl A(CWST) | CL A | 147448104 | $603.0K | 90,000 | 7.5% |
| Amrep Corp(AXR) | COM | 032159105 | $713.0K | 162,000 | 8.9% |
| Dana Holding Corp(DAN) | COM | 235825205 | $5.8M | 411,907 | 72.1% |