| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | YAHOO INC | 5,000,000 | 232,050,000 | 27.37% | ||
| 2 | VEREIT | 9,301,777 | 78,972,000 | 9.32% | ||
| 3 | CIGNA CORPORATION | 450,860 | 66,046,000 | 7.79% | ||
| 4 | CITIGROUPINC | 770,000 | 46,061,000 | 5.43% | ||
| 5 | DELTA AIRLINES INC DEL | 1,000,000 | 45,960,000 | 5.42% | ||
| 6 | BANK AMER CORP | 1,497,400 | 35,324,000 | 4.17% | ||
| 7 | JPMORGAN CHASE & CO | 400,000 | 35,136,000 | 4.14% | ||
| 8 | UNITED CONTL HLDGS INC | 400,000 | 28,256,000 | 3.33% | ||
| 9 | YPF SOCIEDAD ANONIMA | 1,136,285 | 27,589,000 | 3.25% | ||
| 10 | Mercer International | 1,930,410 | 22,586,000 | 2.66% | ||
| 11 | PRUDENTIAL FINL INC | 200,000 | 21,336,000 | 2.52% | ||
| 12 | QUALCOMM INC | 352,430 | 20,208,000 | 2.38% | ||
| 13 | GENERAL MTRS CO | 538,392 | 19,038,000 | 2.25% | ||
| 14 | NEXSTAR MEDIA GROUP INC | 250,000 | 17,538,000 | 2.07% | ||
| 15 | SYNGENTA AG | 188,100 | 16,646,000 | 1.96% | ||
| 16 | MAGNA INTL INC | 306,500 | 13,229,000 | 1.56% | ||
| 17 | NORTEL INVERSOVA SA SPONS ADR REP PFD SER B | 442,435 | 11,503,000 | 1.36% | ||
| 18 | STEALTHGAS INC SHS | 2,415,287 | 9,637,000 | 1.14% | ||
| 19 | DELL TECHNOLOGIES INC | 147,683 | 9,463,000 | 1.12% | ||
| 20 | MICRON TECHNOLOGY INC | 300,000 | 8,670,000 | 1.02% | ||
| 21 | VISTA OUTDOOR INC | 401,523 | 8,267,000 | 0.98% | ||
| 22 | BUILDERS FIRSTSOURCE | 500,000 | 7,450,000 | 0.88% | ||
| 23 | NXP SEMICONDUCTORS N V | 70,400 | 7,286,000 | 0.86% | ||
| 24 | Verso Corp | 1,200,098 | 7,201,000 | 0.85% | ||
| 25 | DELPHI AUTOMOTIVE PLC | 80,000 | 6,439,000 | 0.76% | ||
| 26 | HERC HLDGS INC | 108,333 | 5,296,000 | 0.62% | ||
| 27 | MYLAN N V | 115,000 | 4,484,000 | 0.53% | ||
| 28 | CIT GROUP INC | 100,000 | 4,293,000 | 0.51% | ||
| 29 | METLIFE INC | 75,000 | 3,962,000 | 0.47% | ||
| 30 | MDC PARTNERS INC | 404,940 | 3,806,000 | 0.45% | ||
| 31 | TELECOM ARGENTINA | 150,000 | 3,329,000 | 0.39% | ||
| 32 | HERTZ GLOBAL HLDGS INC | 180,000 | 3,157,000 | 0.37% | ||
| 33 | TENET HEALTHCARE CORP | 125,000 | 2,214,000 | 0.26% | ||
| 34 | SANDRIDGE ENERGY INC | 119,347 | 2,207,000 | 0.26% | ||
| 35 | AMERICAN AIRLS GROUP INC | 50,000 | 2,115,000 | 0.25% | ||
| 36 | ALLY FINL INC | 100,000 | 2,033,000 | 0.24% | ||
| 37 | ALERE INC | 50,000 | 1,986,000 | 0.23% | ||
| 38 | KRATON CORP COM | 54,878 | 1,697,000 | 0.20% | ||
| 39 | GENERAL MTRS CO | 81,292 | 1,451,000 | 0.17% | ||
| 40 | SOLARCITY CORP | 980,000 | 873,000 | 0.10% | PRN | |
| 41 | XERIUM TECHNOLOGIES INC | 132,423 | 848,000 | 0.10% | ||
| 42 | NRG ENERGY INC | 45,042 | 842,000 | 0.10% | ||
| 43 | HARVEST NATURAL RESOURCES IN | 75,848 | 504,000 | 0.06% | ||
| 44 | STEEL PARTNERS HLDGS L P | 18,462 | 354,000 | 0.04% | ||
| 45 | WMI HOLDINGS CORP. | 233,649 | 339,000 | 0.04% | ||
| 46 | CONCORDIA INTERNATIONAL CORP | 30,000 | 49,000 | 0.01% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000919574-17-004209, filed 2017.05.15).
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.
