Q4 2016 Holdings
Filed 2017-01-24 | 9 holdings | $7.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cummins Inc(CMI) | COM | 231021106 | $7.3M | 53,300 | 99.1% |
| Leucadia Natl Corp | COM | 527288104 | $15.5K | 666,387 | 0.2% |
| Deere & Co(DE) | COM | 244199105 | $14.6K | 141,850 | 0.2% |
| Ternium SA(TX) | SPON ADR | 880890108 | $9.3K | 384,037 | 0.1% |
| International Business Machs(IBM) | COM | 459200101 | $6.7K | 40,300 | 0.1% |
| Diamond Offshore Drilling(DOEUR) | COM | 25271C102 | $6.6K | 374,120 | 0.1% |
| American Express Co(AXP) | COM | 025816109 | $5.0K | 67,200 | 0.1% |
| Tenaris S A(TS) | SPONSORED ADR | 88031M109 | $4.1K | 113,500 | 0.1% |
| BED Bath & Beyond Inc(BBBYEUR) | COM | 075896100 | $2.3K | 57,700 | 0.0% |