Q4 2018 Holdings
Filed 2019-02-13 | 12 holdings | $126.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| R1 RCM Inc | COM | 749397105 | $29.7K | 3,741,540 | 23.6% |
| Verso Corp | CL A | 92531L207 | $26.6K | 1,187,596 | 21.1% |
| Hanger Inc | COM NEW | 41043F208 | $17.6K | 930,653 | 14.0% |
| Dorchester Minerals LP(DMLP) | COM UNIT | 25820R105 | $11.4K | 778,326 | 9.0% |
| Hilltop Holdings Inc(HTH) | COM | 432748101 | $11.4K | 639,039 | 9.0% |
| Green Brick Partners Inc(GRBK) | COM | 392709101 | $8.5K | 1,174,420 | 6.7% |
| OP Bancorp(OPBK) | COM | 67109R109 | $6.8K | 765,154 | 5.4% |
| Independent BK Group Inc(IBTXUSD) | COM | 45384B106 | $6.2K | 135,000 | 4.9% |
| Babcock & Wilcox Enterpris I(BWEUR) | COM | 05614L100 | $3.0K | 7,558,951 | 2.3% |
| Calumet Specialty Prods Ptnr | UT LTD PARTNER | 131476103 | $2.8K | 1,279,968 | 2.2% |
| Abraxas Pete Corp(AXASEUR) | COM | 003830106 | $1.7K | 1,562,475 | 1.4% |
| Teligent Inc New | COM | 87960W104 | $363 | 265,280 | 0.3% |