Q1 2017 Holdings
Filed 2017-04-20 | 9 holdings | $8.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cummins Inc(CMI) | COM | 231021106 | $8.1M | 53,300 | 99.2% |
| Deere & Co(DE) | COM | 244199105 | $15.4K | 141,850 | 0.2% |
| Leucadia Natl Corp | COM | 527288104 | $14.1K | 541,387 | 0.2% |
| Ternium SA(TX) | SPON ADR | 880890108 | $10.0K | 384,037 | 0.1% |
| Diamond Offshore Drilling(DOEUR) | COM | 25271C102 | $7.5K | 449,120 | 0.1% |
| International Business Machs(IBM) | COM | 459200101 | $7.0K | 40,300 | 0.1% |
| American Express Co(AXP) | COM | 025816109 | $5.3K | 67,200 | 0.1% |
| Tenaris S A(TS) | SPONSORED ADR | 88031M109 | $3.9K | 113,500 | 0.0% |
| BED Bath & Beyond Inc(BBBYEUR) | COM | 075896100 | $2.3K | 57,700 | 0.0% |