| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERICAN CAP LIMITED | 4,095,445 | 55,493,000 | 12.41% | ||
| 2 | FAIRPOINT COMMUNICATIONS INC COM NEW | 2,502,226 | 45,591,000 | 10.19% | ||
| 3 | ALLY FINANCIAL | 2,028,937 | 45,509,000 | 10.18% | ||
| 4 | EAGLE BULK SHIPPING INC | 5,893,033 | 41,074,000 | 9.18% | ||
| 5 | INTERNATIONAL GAME TECHNOLOG | 2,035,891 | 36,157,000 | 8.09% | ||
| 6 | DELTA AIRLINES INC DEL | 714,515 | 29,352,000 | 6.56% | ||
| 7 | TRIBUNE MEDIA CO | 510,346 | 27,247,000 | 6.09% | ||
| 8 | DYNEGY INCORPORATED NEW DEL | 879,582 | 25,728,000 | 5.75% | ||
| 9 | DIAMONDBACK ENERGY | 332,210 | 25,042,000 | 5.60% | ||
| 10 | EURONAV NV ANTWERPEN | 1,586,323 | 23,493,000 | 5.25% | ||
| 11 | BROOKDALE SR LIVING INC | 522,734 | 18,139,000 | 4.06% | ||
| 12 | AVAGO TECHNOLOGIES LTD SHS | 130,971 | 17,410,000 | 3.89% | ||
| 13 | MGIC INVT CORP WIS | 1,443,093 | 16,422,000 | 3.67% | ||
| 14 | HUNTSMAN CORP | 730,993 | 16,133,000 | 3.61% | ||
| 15 | MICROSEMI CORP | 343,487 | 12,005,000 | 2.68% | ||
| 16 | CDW | 195,380 | 6,698,000 | 1.50% | ||
| 17 | FORTRESS INVESTMENT GROUP LL | 652,914 | 4,766,000 | 1.07% | ||
| 18 | UNITED STATES | 47,418 | 943,000 | 0.21% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001278951-15-000007, 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.
