| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HOUGHTON MIFFLIN HARCOURT CO | 4,288,103 | 93,395,000 | 15.00% | ||
| 2 | YRC WORLDWIDE INC COM PAR $.01 | 5,873,125 | 83,281,000 | 13.38% | ||
| 3 | GENER8 MARITIME INC | 7,212,814 | 68,162,000 | 10.95% | ||
| 4 | Meritor Inc Com | 7,117,624 | 59,433,000 | 9.55% | ||
| 5 | EURONAV NV ANTWERPEN | 3,631,510 | 49,789,000 | 8.00% | ||
| 6 | DYNEGY INCORPORATED NEW DEL | 3,284,250 | 44,009,000 | 7.07% | ||
| 7 | SCORPIO TANKERS INC SHS | 4,119,841 | 33,041,000 | 5.31% | ||
| 8 | MGIC INVT CORP WIS | 3,576,777 | 31,583,000 | 5.07% | ||
| 9 | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | 390,100 | 31,434,000 | 5.05% | ||
| 10 | SPDR SERIES TRUST | 917,000 | 31,096,000 | 5.00% | ||
| 11 | MAGNACHIP SEMICONDUCTOR CORP | 4,088,978 | 21,631,000 | 3.47% | ||
| 12 | GENERAL MTRS CO | 591,927 | 20,131,000 | 3.23% | ||
| 13 | GENERAL MTRS CO | 1,160,056 | 18,979,000 | 3.05% | ||
| 14 | HOVNANIAN ENTERPRISES, INC. | 5,109,880 | 9,249,000 | 1.49% | ||
| 15 | GENERAL MTRS CO | 323,982 | 7,899,000 | 1.27% | ||
| 16 | SCORPIO BULKERS INC COM | 781,577 | 7,730,000 | 1.24% | ||
| 17 | TRONOX LTD SHS CL A | 1,792,091 | 7,007,000 | 1.13% | ||
| 18 | DHT HOLDINGS INC COM | 577,009 | 4,668,000 | 0.75% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001405086-16-000386, filed 2016.02.12).
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.
