| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AVON PRODS INC | 7,768,821 | 43,972,000 | 35.98% | ||
| 2 | CHICOS FAS INC | 1,076,959 | 12,816,000 | 10.49% | ||
| 3 | EBIX INC COM NEW | 205,015 | 11,655,000 | 9.54% | ||
| 4 | EASTERN CO | 525,605 | 10,520,000 | 8.61% | ||
| 5 | SCHULMAN A INC COM | 322,678 | 9,396,000 | 7.69% | ||
| 6 | OMNOVA SOLUTIONS INCORPORATED | 1,010,138 | 8,526,000 | 6.98% | ||
| 7 | MACYS INC | 184,900 | 6,851,000 | 5.61% | ||
| 8 | BARINGTON HILCO ACQUISITION | 490,508 | 4,954,000 | 4.05% | ||
| 9 | DARDEN RESTAURANTS INC | 47,434 | 2,909,000 | 2.38% | ||
| 10 | XERIUM TECHNOLOGIES INC | 348,750 | 2,773,000 | 2.27% | ||
| 11 | Costar Technologies, Inc. | 224,326 | 1,997,000 | 1.63% | ||
| 12 | FOUR CORNERS PPTY TR INC COM | 66,415 | 1,417,000 | 1.16% | ||
| 13 | BARINGTON HILCO ACQUISITION | 122,500 | 1,273,000 | 1.04% | ||
| 14 | Dice Holdings Inc | 160,576 | 1,267,000 | 1.04% | ||
| 15 | VIACOM CLASS B | 27,500 | 1,048,000 | 0.86% | ||
| 16 | CHICOS FAS INC | 3,000 | 330,000 | 0.27% | Call | |
| 17 | VIACOM INC NEW | 5,000 | 214,000 | 0.18% | ||
| 18 | PAPA MURPHYS HLDGS INC COM | 30,000 | 194,000 | 0.16% | ||
| 19 | AVON PRODS INC | 3,052 | 92,000 | 0.08% | Put |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001019056-16-001640, filed 2016.11.14).
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.
