| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CHICOS FAS INC | 1,076,959 | 15,497,000 | 15.95% | ||
| 2 | AVON PRODS INC | 2,869,805 | 14,464,000 | 14.88% | ||
| 3 | EBIX INC COM NEW | 195,594 | 11,159,000 | 11.48% | ||
| 4 | EASTERN CO | 525,605 | 10,985,000 | 11.30% | ||
| 5 | SCHULMAN A INC COM | 322,678 | 10,794,000 | 11.11% | ||
| 6 | OMNOVA SOLUTIONS INCORPORATED | 1,010,138 | 10,101,000 | 10.39% | ||
| 7 | MACYS INC | 224,900 | 8,054,000 | 8.29% | ||
| 8 | BARINGTON HILCO ACQUISITION | 490,508 | 4,984,000 | 5.13% | ||
| 9 | TRIMAS CORP COM NEW | 120,000 | 2,820,000 | 2.90% | ||
| 10 | DARDEN RESTAURANTS INC | 27,434 | 1,995,000 | 2.05% | ||
| 11 | Costar Technologies, Inc. | 224,326 | 1,873,000 | 1.93% | ||
| 12 | FOUR CORNERS PPTY TR INC COM | 66,415 | 1,363,000 | 1.40% | ||
| 13 | BARINGTON HILCO ACQUISITION | 122,500 | 1,305,000 | 1.34% | ||
| 14 | XERIUM TECHNOLOGIES INC | 137,760 | 774,000 | 0.80% | ||
| 15 | CHICOS FAS INC | 2,000 | 638,000 | 0.66% | Call | |
| 16 | CHICOS FAS INC | 4,000 | 165,000 | 0.17% | Put | |
| 17 | PAPA MURPHYS HLDGS INC COM | 30,000 | 127,000 | 0.13% | ||
| 18 | VIACOM INC NEW | 1,100 | 42,000 | 0.04% | ||
| 19 | VIACOM CLASS B | 1,100 | 39,000 | 0.04% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001019056-17-000166, filed 2017.02.14).
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.
