Q1 2024 Holdings
Filed 2024-05-10 | 11 holdings | $562.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| General Mtrs Co(GM) | COM | 37045V100 | $101.7M | 2,241,627 | 18.1% |
| Blackberry LTD(BB) | COM | 09228F103 | $86.9M | 31,499,858 | 15.5% |
| DOW Inc(DOW) | COM | 260557103 | $70.5M | 1,216,257 | 12.5% |
| Visteon Corp(VC) | COM NEW | 92839U206 | $64.3M | 546,617 | 11.4% |
| Huntsman Corp(HUN) | COM | 447011107 | $58.3M | 2,239,212 | 10.4% |
| Whirlpool Corp(WHR) | COM | 963320106 | $51.0M | 426,200 | 9.1% |
| Phinia Inc(PHIN) | COMMON STOCK | 71880K101 | $44.8M | 1,164,855 | 8.0% |
| Deere & Co(DE) | COM | 244199105 | $34.3M | 83,400 | 6.1% |
| Innoviz Technologies LTD(INVZ) | SHS | M5R635108 | $19.4M | 14,397,087 | 3.5% |
| Western Digital Corp.(WDC) | COM | 958102105 | $16.5M | 242,200 | 2.9% |
| LI Auto Inc(LI) | SPONSORED ADS | 50202M102 | $14.8M | 489,300 | 2.6% |