Q1 2019 Holdings
Filed 2019-05-13 | 12 holdings | $153.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| R1 RCM Inc | COM | 749397105 | $35.2K | 3,639,520 | 23.0% |
| Verso Corp | CL A | 92531L207 | $26.6K | 1,242,598 | 17.4% |
| Hanger Inc | COM NEW | 41043F208 | $21.6K | 1,136,330 | 14.1% |
| Dorchester Minerals LP(DMLP) | COM UNIT | 25820R105 | $14.1K | 771,231 | 9.2% |
| Select Energy Svcs Inc(WTTR) | CL A COM | 81617J301 | $11.1K | 926,445 | 7.3% |
| Hilltop Holdings Inc(HTH) | COM | 432748101 | $10.9K | 595,065 | 7.1% |
| Green Brick Partners Inc(GRBK) | COM | 392709101 | $10.3K | 1,174,420 | 6.7% |
| Graftech Intl LTD(EAFEUR) | COM | 384313508 | $9.2K | 718,405 | 6.0% |
| Independent BK Group Inc(IBTXUSD) | COM | 45384B106 | $6.9K | 135,000 | 4.5% |
| Calumet Specialty Prods Ptnr | UT LTD PARTNER | 131476103 | $3.3K | 931,657 | 2.2% |
| Babcock & Wilcox Enterpris I(BWEUR) | COM | 05614L100 | $2.8K | 6,705,545 | 1.8% |
| Atlas AIR Worldwide Hldgs in(AAWWUSD) | COM NEW | 049164205 | $1.3K | 24,986 | 0.8% |