| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AGILYSYS INC COM | 7,056,934 | 82,778,000 | 53.96% | ||
| 2 | LOUISIANA PAC CORP | 2,832,421 | 38,492,000 | 25.09% | ||
| 3 | MASCO CORP | 744,545 | 17,810,000 | 11.61% | ||
| 4 | STARZ COM SER A | 211,900 | 7,009,000 | 4.57% | ||
| 5 | Violin Memory, Inc. | 781,210 | 3,805,000 | 2.48% | ||
| 6 | GIGAMON INC | 203,962 | 2,136,000 | 1.39% | ||
| 7 | Chemtura Corp. | 58,782 | 1,371,000 | 0.89% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-14-042294, 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.
