Q2 2016 Holdings
Filed 2016-08-02 | 12 holdings | $10.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cummins Inc(CMI) | COM | 231021106 | $6.3M | 56,000 | 60.4% |
| Americas CAR Mart Inc(CRMT) | COM | 03062T105 | $4.1M | 143,861 | 39.0% |
| Leucadia Natl Corp | COM | 527288104 | $12.1K | 697,887 | 0.1% |
| Deere & Co(DE) | COM | 244199105 | $12.0K | 148,450 | 0.1% |
| Ternium SA(TX) | SPON ADR | 880890108 | $7.9K | 417,037 | 0.1% |
| Diamond Offshore Drilling(DOEUR) | COM | 25271C102 | $7.8K | 319,120 | 0.1% |
| International Business Machs(IBM) | COM | 459200101 | $6.7K | 44,000 | 0.1% |
| American Express Co(AXP) | COM | 025816109 | $4.1K | 67,200 | 0.0% |
| Tenaris S A(TS) | SPONSORED ADR | 88031M109 | $3.4K | 119,500 | 0.0% |
| Posco(PKX) | SPONSORED ADR | 693483109 | $3.4K | 75,393 | 0.0% |
| BED Bath & Beyond Inc(BBBYEUR) | COM | 075896100 | $2.5K | 57,700 | 0.0% |
| Goldman Sachs Group Inc(GS) | COM | 38141G104 | $1.3K | 9,000 | 0.0% |