| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | H&R BLOCK INC | 336,200 | 10,150,000 | 15.97% | ||
| 2 | AMERICAN INTL GROUP INC | 159,600 | 7,982,000 | 12.56% | ||
| 3 | WELLS FARGO AND CO | 149,500 | 7,436,000 | 11.70% | ||
| 4 | DIGITALGLOBE INC | 229,386 | 6,654,000 | 10.47% | ||
| 5 | PDC ENERGY INC | 89,635 | 5,581,000 | 8.78% | ||
| 6 | HOSPIRA INC. | 119,380 | 5,163,000 | 8.13% | ||
| 7 | CAL DIVE INTERNATIONAL INC | 2,918,968 | 4,962,000 | 7.81% | ||
| 8 | CSX CORP | 155,200 | 4,496,000 | 7.08% | ||
| 9 | EXPRESS SCRIPTS HOLDING CO | 49,200 | 3,694,000 | 5.81% | ||
| 10 | GOODRICH PETE CORP | 176,600 | 2,794,000 | 4.40% | ||
| 11 | GULFPORT ENERGY CORP | 35,243 | 2,509,000 | 3.95% | ||
| 12 | CONSTELLIUM NV | 65,000 | 1,908,000 | 3.00% | ||
| 13 | COUNTRY STYLE COOKING RESTAU | 22,300 | 212,000 | 0.33% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000919574-14-003243, filed 2014.05.15).
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.
