Q3 2017 Holdings
Filed 2017-11-13 | 68 holdings | $23.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Sinclair Broadcast Group Inc | CL A | 829226909 | $3.5K | 110,000 | 0.0% |
| Information Services Group Inc(III) | COM | 45675Y104 | $4.2K | 1,045,050 | 0.0% |
| Omnova Solutions Inc | COM | 682129101 | $4.8K | 441,900 | 0.0% |
| Shiloh Industries Inc | COM | 824543102 | $5.2K | 501,679 | 0.0% |
| Entercom Communications Corp(ETMUSD) | CL A | 293639100 | $5.4K | 475,406 | 0.0% |
| Adient PLC(ADNT) | ORD SHS | G0084W101 | $6.0K | 72,000 | 0.0% |
| Web Com Group Inc | COM | 94733A104 | $6.4K | 256,800 | 0.0% |
| Huttig Building Prods Inc | COM | 448451104 | $14.8K | 2,097,317 | 0.1% |
| Trinseo SA(TSEOQ) | SHS | L9340P101 | $14.9K | 222,001 | 0.1% |
| BMC Stock Holdings Inc(BMCH) | COM | 05591B109 | $20.8K | 975,250 | 0.1% |
| Kraton Performance Polymers | COM | 50077C106 | $21.0K | 518,200 | 0.1% |
| RadNet Inc(RDNT) | COM | 750491102 | $38.9K | 3,366,973 | 0.2% |
| Commercial Vehicle Group Inc(CVGI) | COM | 202608105 | $495.0K | 67,322 | 2.1% |
| Bluelinx Holdings Inc(BXC) | COM NEW | 09624H208 | $887.0K | 85,847 | 3.8% |
| Amrep Corp(AXR) | COM | 032159105 | $990.0K | 141,480 | 4.3% |
| Advansix Inc(ASIX) | COM | 00773T101 | $1.8M | 45,000 | 7.7% |
| American Axle & MFG Holdings Inc(DCH) | COM | 024061103 | $4.3M | 242,500 | 18.3% |
| Dana Incorporated(DAN) | COM | 235825205 | $14.6M | 522,993 | 62.9% |