| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HOUGHTON MIFFLIN HARCOURT CO | 4,738,103 | 119,401,000 | 13.01% | ||
| 2 | GENER8 MARITIME INC | 7,212,814 | 98,311,000 | 10.71% | ||
| 3 | Meritor Inc Com | 7,207,466 | 94,562,000 | 10.30% | ||
| 4 | YRC WORLDWIDE INC COM PAR $.01 | 7,273,125 | 94,406,000 | 10.28% | ||
| 5 | SCORPIO TANKERS INC SHS | 5,981,453 | 60,353,000 | 6.57% | ||
| 6 | DYNEGY INCORPORATED NEW DEL | 2,018,361 | 59,037,000 | 6.43% | ||
| 7 | EURONAV NV ANTWERPEN | 3,831,510 | 56,745,000 | 6.18% | ||
| 8 | MGIC INVT CORP WIS | 4,236,173 | 48,208,000 | 5.25% | ||
| 9 | MGIC INVT CORP WIS | 24,527,000 | 40,838,000 | 4.45% | ||
| 10 | MAGNACHIP SEMICONDUCTOR CORP | 4,088,978 | 31,567,000 | 3.44% | ||
| 11 | CIT GROUP INC | 663,760 | 30,858,000 | 3.36% | ||
| 12 | GENERAL MTRS CO | 1,635,422 | 26,249,000 | 2.86% | ||
| 13 | TRONOX LTD SHS CL A | 1,792,091 | 26,218,000 | 2.86% | ||
| 14 | Scorpio Bulkers Inc. | 16,017,291 | 26,108,000 | 2.84% | ||
| 15 | GENERAL MTRS CO | 686,678 | 22,887,000 | 2.49% | ||
| 16 | HOVNANIAN ENTERPRISES, INC. | 6,174,942 | 16,425,000 | 1.79% | ||
| 17 | DHT HOLDINGS INC COM | 1,803,700 | 14,015,000 | 1.53% | ||
| 18 | FORD MTR CO DEL | 900,000 | 13,509,000 | 1.47% | ||
| 19 | MERITOR INC | 8,197,000 | 12,951,000 | 1.41% | ||
| 20 | GENERAL MTRS CO | 535,505 | 12,729,000 | 1.39% | ||
| 21 | MGM RESORTS INTERNATIONAL | 669,761 | 12,223,000 | 1.33% | ||
| 22 | MBIA INC | 75,000 | 451,000 | 0.05% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001405086-15-000223, 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.
