Q2 2017 Holdings
Filed 2017-08-01 | 66 holdings | $21.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Systemax Inc | COM | 871851101 | $4.5K | 236,855 | 0.0% |
| Adient PLC(ADNT) | ORD SHS | G0084W101 | $4.7K | 72,000 | 0.0% |
| Web Com Group Inc | COM | 94733A104 | $6.5K | 256,800 | 0.0% |
| Huttig Building Prods Inc | COM | 448451104 | $12.7K | 1,816,017 | 0.1% |
| Trinseo SA(TSEOQ) | SHS | L9340P101 | $15.3K | 222,001 | 0.1% |
| Kraton Performance Polymers | COM | 50077C106 | $17.8K | 518,200 | 0.1% |
| BMC Stock Holdings Inc(BMCH) | COM | 05591B109 | $21.3K | 975,250 | 0.1% |
| RadNet Inc(RDNT) | COM | 750491102 | $26.1K | 3,366,973 | 0.1% |
| Commercial Vehicle Group Inc(CVGI) | COM | 202608105 | $569.0K | 67,322 | 2.6% |
| Bluelinx Holdings Inc(BXC) | COM NEW | 09624H208 | $927.0K | 84,779 | 4.3% |
| Amrep Corp(AXR) | COM | 032159105 | $959.0K | 141,480 | 4.4% |
| Casella Waste Systems Inc Cl A(CWST) | CL A | 147448104 | $1.1M | 65,000 | 4.9% |
| Builders FirstSource Inc(BLDR) | COM | 12008R107 | $1.3M | 82,000 | 5.8% |
| Advansix Inc(ASIX) | COM | 00773T101 | $1.4M | 45,000 | 6.4% |
| American Axle & MFG Holdings Inc(DCH) | COM | 024061103 | $3.8M | 242,500 | 17.3% |
| Dana Incorporated(DAN) | COM | 235825205 | $11.7M | 522,993 | 53.5% |