| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FORESTAR GROUP INC | 344,224 | 6,100,000 | 32.67% | ||
| 2 | VISTEON CORP | 50,898 | 4,950,000 | 26.51% | ||
| 3 | CHILDREN S PLACE INC/THE | 50,000 | 2,383,000 | 12.76% | ||
| 4 | SILICON IMAGE INC | 446,600 | 2,251,000 | 12.05% | ||
| 5 | JDS UNIPHASE CORP COM PAR $0.001 | 120,000 | 1,536,000 | 8.23% | ||
| 6 | RALLY SOFTWARE DEV CORP | 100,000 | 1,201,000 | 6.43% | ||
| 7 | Intl Game Technology | 14,929 | 252,000 | 1.35% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001398344-14-005884, filed 2014.11.14).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
