| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | OWENS-ILLINOIS, INC. | 8,365,905 | 145,650,000 | 18.00% | ||
| 2 | HARMAN INTL INDS INC | 1,125,026 | 125,058,000 | 15.45% | ||
| 3 | COMMSCOPE HLDG COMPANY INCORPORATED | 3,117,127 | 115,957,000 | 14.33% | ||
| 4 | DIEBOLD NXDF INC | 4,161,677 | 104,666,000 | 12.93% | ||
| 5 | GOODYEAR TIRE & RUBB | 2,984,730 | 92,139,000 | 11.38% | ||
| 6 | EASTMAN CHEM CO | 1,211,395 | 91,109,000 | 11.26% | ||
| 7 | TRIUMPH GROUP INC NEW | 2,419,525 | 64,117,000 | 7.92% | ||
| 8 | ARRIS INTL INC | 310,157 | 9,345,000 | 1.15% | ||
| 9 | MAGNA INTL INC | 201,457 | 8,743,000 | 1.08% | ||
| 10 | ASBURY AUTOMOTIVE GROUP INC COM | 137,881 | 8,507,000 | 1.05% | ||
| 11 | STEELCASE INC | 454,614 | 8,138,000 | 1.01% | ||
| 12 | OFFICE DEPOT INC | 1,680,297 | 7,595,000 | 0.94% | ||
| 13 | STAPLES INC | 745,236 | 6,744,000 | 0.83% | ||
| 14 | VERIFONE SYS INC | 347,836 | 6,167,000 | 0.76% | ||
| 15 | COOPER TIRE RUBR CO | 100,000 | 3,885,000 | 0.48% | ||
| 16 | OSHKOSH CORP | 60,000 | 3,877,000 | 0.48% | ||
| 17 | COMPUTER SCIENCE | 65,000 | 3,862,000 | 0.48% | ||
| 18 | BABCOCK & WILCOX ENTERPRIS INC COM | 230,000 | 3,816,000 | 0.47% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000905718-17-000239, 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.
