Q1 2022 Holdings
Filed 2022-05-16 | 14 holdings | $86.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Macys Inc(M) | COM | 55616P104 | $12.0K | 491,413 | 13.9% |
| Chemours Co(CC) | COM | 163851108 | $11.6K | 369,740 | 13.5% |
| Capri Holdings Limited(CPRI) | SHS | G1890L107 | $10.7K | 208,272 | 12.4% |
| Berry Global Group Inc(BERYEUR) | COM | 08579W103 | $10.3K | 177,980 | 12.0% |
| G III Apparel Group LTD(GIII) | COM | 36237H101 | $9.3K | 345,046 | 10.8% |
| Archaea Energy Inc(LFG1USD) | COM CL A | 03940F103 | $9.0K | 410,475 | 10.5% |
| Regional Mgmt Corp(RM) | COM | 75902K106 | $8.9K | 183,372 | 10.4% |
| Capital One Finl Corp(COF) | COM | 14040H105 | $5.3K | 39,995 | 6.1% |
| Destination XL Group Inc(DXLG) | COM | 25065K104 | $2.9K | 603,576 | 3.4% |
| Carters Inc(CRI) | COM | 146229109 | $1.7K | 19,000 | 2.0% |
| Carparts COM Inc(PRTS) | COM | 14427M107 | $1.4K | 214,048 | 1.7% |
| Pulte Group Inc(PHM) | COM | 745867101 | $1.4K | 33,900 | 1.7% |
| Container Store Group Inc(TCSUSD) | COM | 210751103 | $846 | 103,551 | 1.0% |
| Tillys Inc(TLYS) | CL A | 886885102 | $522 | 55,721 | 0.6% |