| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | OWENS-ILLINOIS, INC. | 12,550,000 | 292,666,000 | 22.02% | ||
| 2 | TRIUMPH GROUP INC NEW | 4,700,000 | 280,684,000 | 21.12% | ||
| 3 | FMC | 3,800,000 | 217,550,000 | 16.37% | ||
| 4 | OIL STS INTL INC | 3,500,000 | 139,195,000 | 10.47% | ||
| 5 | GOODYEAR TIRE & RUBB | 3,800,000 | 102,904,000 | 7.74% | ||
| 6 | WESCO INTL INC | 997,582 | 69,721,000 | 5.24% | ||
| 7 | INGRAM MICRO INC. CL A | 2,150,000 | 54,008,000 | 4.06% | ||
| 8 | TEREX CORP NEW COM | 970,094 | 25,795,000 | 1.94% | ||
| 9 | ALASKA AIR GROUP INC COM | 283,787 | 18,781,000 | 1.41% | ||
| 10 | GENERAL CABLE CORP-DEL NEW | 953,024 | 16,421,000 | 1.24% | ||
| 11 | ENVIRI CORP COM | 940,410 | 16,231,000 | 1.22% | ||
| 12 | AMERICAN AXLE & MFG HLDGS INC COM | 627,800 | 16,216,000 | 1.22% | ||
| 13 | LEAR | 129,755 | 14,379,000 | 1.08% | ||
| 14 | MAGNA INTL INC | 259,638 | 13,932,000 | 1.05% | ||
| 15 | AECOM | 444,320 | 13,694,000 | 1.03% | ||
| 16 | CYTEC INDUSTRIES INC | 238,500 | 12,889,000 | 0.97% | ||
| 17 | TIMKEN CO COM | 305,096 | 12,857,000 | 0.97% | ||
| 18 | ANIXTER INTL INC | 149,266 | 11,364,000 | 0.85% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000905718-15-000458, filed 2015.05.15).
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.
