| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HOUGHTON MIFFLIN HARCOURT CO | 4,288,103 | 87,091,000 | 13.90% | ||
| 2 | GENER8 MARITIME INC | 7,212,814 | 78,980,000 | 12.60% | ||
| 3 | YRC WORLDWIDE INC COM PAR $.01 | 5,873,125 | 77,877,000 | 12.43% | ||
| 4 | Meritor Inc Com | 7,207,466 | 76,616,000 | 12.22% | ||
| 5 | EURONAV NV ANTWERPEN | 3,631,510 | 50,479,000 | 8.05% | ||
| 6 | DYNEGY INCORPORATED NEW DEL | 2,016,749 | 41,686,000 | 6.65% | ||
| 7 | SCORPIO TANKERS INC SHS | 4,119,841 | 37,780,000 | 6.03% | ||
| 8 | MGIC INVT CORP WIS | 3,638,113 | 33,689,000 | 5.38% | ||
| 9 | MAGNACHIP SEMICONDUCTOR CORP | 4,088,978 | 26,946,000 | 4.30% | ||
| 10 | Scorpio Bulkers Inc. | 14,603,969 | 21,321,000 | 3.40% | ||
| 11 | GENERAL MTRS CO | 615,427 | 18,475,000 | 2.95% | ||
| 12 | GENERAL MTRS CO | 1,274,612 | 16,851,000 | 2.69% | ||
| 13 | DHT HOLDINGS INC COM | 1,803,700 | 13,383,000 | 2.14% | ||
| 14 | HOVNANIAN ENTERPRISES, INC. | 6,374,942 | 11,284,000 | 1.80% | ||
| 15 | MGM RESORTS INTERNATIONAL | 592,294 | 10,928,000 | 1.74% | ||
| 16 | MGIC INVT CORP WIS | 5,904,000 | 8,472,000 | 1.35% | ||
| 17 | TRONOX LTD SHS CL A | 1,792,091 | 7,831,000 | 1.25% | ||
| 18 | GENERAL MTRS CO | 323,982 | 6,603,000 | 1.05% | ||
| 19 | MBIA INC | 75,000 | 456,000 | 0.07% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001405086-15-000287, filed 2015.11.16).
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.
