| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | YAHOO INC | 3,750,000 | 161,625,000 | 22.06% | ||
| 2 | VEREIT | 9,301,777 | 96,459,000 | 13.16% | ||
| 3 | CIGNA CORPORATION | 562,130 | 73,257,000 | 10.00% | ||
| 4 | DELTA AIRLINES INC DEL | 1,000,000 | 39,360,000 | 5.37% | ||
| 5 | CITIGROUP INC | 770,000 | 36,367,000 | 4.96% | ||
| 6 | YPF SOCIEDAD ANONIMA SPON ADR CL D | 1,728,855 | 31,500,000 | 4.30% | ||
| 7 | JPMORGAN CHASE & CO | 400,000 | 26,636,000 | 3.63% | ||
| 8 | UNITED CONTINENTAL H | 450,000 | 23,612,000 | 3.22% | ||
| 9 | BANK AMER CORP | 1,497,400 | 23,434,000 | 3.20% | ||
| 10 | GENERAL MTRS CO | 713,392 | 22,664,000 | 3.09% | ||
| 11 | MERCER INTL INC COM | 2,106,367 | 17,841,000 | 2.43% | ||
| 12 | PRUDENTIAL FINL INC | 200,000 | 16,330,000 | 2.23% | ||
| 13 | NEXSTAR MEDIA GROUP INC | 277,832 | 16,034,000 | 2.19% | ||
| 14 | HUMANA | 80,770 | 14,287,000 | 1.95% | ||
| 15 | HERTZ GLOBAL HLDGS INC | 315,000 | 12,650,000 | 1.73% | ||
| 16 | MAGNA INTL INC | 256,500 | 11,017,000 | 1.50% | ||
| 17 | NORTEL INVERSOVA SA SPONS ADR REP PFD SER B | 442,435 | 10,791,000 | 1.47% | ||
| 18 | SYNGENTA AG | 118,100 | 10,346,000 | 1.41% | ||
| 19 | DELPHI AUTOMOTIVE PLC | 126,700 | 9,036,000 | 1.23% | ||
| 20 | METLIFE INC | 200,000 | 8,886,000 | 1.21% | ||
| 21 | STEALTHGAS INC SHS | 2,415,287 | 8,381,000 | 1.14% | ||
| 22 | Verso Corp | 1,200,098 | 7,741,000 | 1.06% | ||
| 23 | DELL TECHNOLOGIES INC | 147,683 | 7,059,000 | 0.96% | ||
| 24 | MICRON TECHNOLOGY INC | 300,000 | 5,334,000 | 0.73% | ||
| 25 | BUILDERS FIRSTSOURCE INC | 450,000 | 5,180,000 | 0.71% | ||
| 26 | MDC PARTNERS INC | 404,940 | 4,341,000 | 0.59% | ||
| 27 | VALEANT PHARMACEUTICALS INTL | 150,000 | 3,683,000 | 0.50% | ||
| 28 | HERC HLDGS INC COM | 108,333 | 3,651,000 | 0.50% | ||
| 29 | AMERICAN CAP LIMITED | 200,000 | 3,382,000 | 0.46% | ||
| 30 | SINCLAIR BROADCAST GROUP INC | 100,000 | 2,888,000 | 0.39% | ||
| 31 | TELECOM ARGENTINA | 150,000 | 2,745,000 | 0.37% | ||
| 32 | ALERE INC | 50,000 | 2,162,000 | 0.30% | ||
| 33 | ENDO INTL | 100,000 | 2,015,000 | 0.27% | ||
| 34 | ALLY FINANCIAL | 100,000 | 1,947,000 | 0.27% | ||
| 35 | MYLAN N V | 50,000 | 1,906,000 | 0.26% | ||
| 36 | AMERICAN AIRLS GROUP INC | 50,000 | 1,831,000 | 0.25% | ||
| 37 | PETROBRAS ARGENTINA S A | 203,300 | 1,338,000 | 0.18% | ||
| 38 | GENERAL MTRS CO | 81,292 | 1,135,000 | 0.15% | ||
| 39 | XERIUM TECHNOLOGIES INC | 132,423 | 1,053,000 | 0.14% | ||
| 40 | SolarCity Corporation | 1,000,000 | 750,000 | 0.10% | PRN | |
| 41 | WMI HOLDINGS CORP. | 258,649 | 605,000 | 0.08% | ||
| 42 | NRG ENERGY INC | 45,042 | 505,000 | 0.07% | ||
| 43 | PACIFIC ETHANOL INC | 51,651 | 357,000 | 0.05% | ||
| 44 | STEEL PARTNERS HLDGS L P | 18,462 | 265,000 | 0.04% | ||
| 45 | HARVEST NATURAL RESOURCES IN | 303,396 | 246,000 | 0.03% | ||
| 46 | CONCORDIA INTERNATIONAL CORP COM | 30,000 | 134,000 | 0.02% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000919574-16-016614, filed 2016.11.14).
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.
