Q2 2019 Holdings
Filed 2019-08-14 | 10 holdings | $1.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Antero RES Corp(AR) | COM | 03674X106 | $1.7M | 300,000 | 92.6% |
| R1 RCM Inc | COM | 749397105 | $39.4K | 3,129,778 | 2.2% |
| Verso Corp | CL A | 92531L207 | $29.7K | 1,559,259 | 1.7% |
| Hanger Inc | COM NEW | 41043F208 | $22.4K | 1,168,530 | 1.2% |
| Graftech Intl LTD(EAFEUR) | COM | 384313508 | $12.7K | 1,103,639 | 0.7% |
| Atlas AIR Worldwide Hldgs in(AAWWUSD) | COM NEW | 049164205 | $11.3K | 253,896 | 0.6% |
| Dorchester Minerals LP(DMLP) | COM UNIT | 25820R105 | $6.8K | 368,745 | 0.4% |
| Green Brick Partners Inc(GRBK) | COM | 392709101 | $5.5K | 655,921 | 0.3% |
| Renewable Energy Group Inc | COM NEW | 75972A301 | $2.8K | 176,100 | 0.2% |
| Babcock & Wilcox Enterpris I(BWEUR) | COM | 05614L100 | $2.3K | 6,838,445 | 0.1% |