| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | U S CONCRETE INC | 167,006 | 6,328,000 | 32.74% | ||
| 2 | KEMET CORP | 1,952,130 | 5,622,000 | 29.09% | ||
| 3 | PLY GEM HLDGS INC COM | 420,848 | 4,962,000 | 25.67% | ||
| 4 | EAGLE MATERIALS INC | 26,989 | 2,060,000 | 10.66% | ||
| 5 | * SANDRIDGE ENERGY INC COM | 407,100 | 357,000 | 1.85% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-15-032107, filed 2015.08.14).
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.
