| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | YAHOO INC | 5,203,044 | 212,024,000 | 10.53% | ||
| 2 | EBAY INC | 3,200,178 | 181,226,000 | 9.00% | ||
| 3 | Iron Mountain Inc New | 4,204,072 | 137,263,000 | 6.82% | ||
| 4 | HESS CORP | 1,417,650 | 133,713,000 | 6.64% | ||
| 5 | GENERAL MTRS CO | 4,140,707 | 132,255,000 | 6.57% | ||
| 6 | YPF SOCIEDAD ANONIMA SPON ADR CL D | 3,245,400 | 120,047,000 | 5.96% | ||
| 7 | SANTANDER CONSUMER USA HDG I COM | 6,584,457 | 117,269,000 | 5.82% | ||
| 8 | Allergan plc | 643,155 | 114,604,000 | 5.69% | ||
| 9 | EQUITY COMWLTH COM SH BEN INT | 4,405,814 | 113,273,000 | 5.62% | ||
| 10 | LIBERTY MEDIA HOLDING CP INTER A | 3,862,873 | 110,169,000 | 5.47% | ||
| 11 | SPIRIT AEROSYSTEMS HLDGS INC COM CL A | 2,574,691 | 97,993,000 | 4.87% | ||
| 12 | SERVICE CORP INTL COM | 4,324,321 | 91,416,000 | 4.54% | ||
| 13 | Hertz Global Holdings, Inc. | 3,386,542 | 85,985,000 | 4.27% | ||
| 14 | AERCAP HOLDINGS NV | 1,939,372 | 79,320,000 | 3.94% | ||
| 15 | SEVENTY SEVEN ENERGY INC - escrow shares | 2,795,900 | 66,375,000 | 3.30% | ||
| 16 | OCWEN FINL CORP | 1,983,307 | 51,923,000 | 2.58% | ||
| 17 | DISH NETWORK A | 730,526 | 47,177,000 | 2.34% | ||
| 18 | LOUISIANA PAC CORP | 2,814,000 | 38,242,000 | 1.90% | ||
| 19 | PAYCHEX INC | 653,915 | 36,685,000 | 1.82% | ||
| 20 | NCR CORP NEW | 937,200 | 31,312,000 | 1.55% | ||
| 21 | NU SKIN ENTERPRISES INC | 231,300 | 10,415,000 | 0.52% | ||
| 22 | Sohu.com Inc | 100,800 | 5,063,000 | 0.25% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-14-001846, filed 2014.11.14).
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.
