| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED TECHNOLOGIES CORP | 476,500 | 55,913,000 | 26.83% | ||
| 2 | ANTERO RESOURCE CORP | 1,230,500 | 43,486,000 | 20.87% | ||
| 3 | INTL PAPER CO | 486,000 | 26,968,000 | 12.94% | ||
| 4 | EBAY INC | 430,000 | 24,802,000 | 11.90% | ||
| 5 | ROCK-TENN COMPANY | 360,400 | 23,246,000 | 11.16% | ||
| 6 | KAPSTONE PAPER & PACKAGING CRP COM | 626,000 | 20,545,000 | 9.86% | ||
| 7 | GLOBAL INDEMNITY PLC | 553,491 | 13,419,000 | 6.44% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000939334-15-000004, filed 2015.05.08).
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.
