| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AGILYSYS INC | 7,056,934 | 88,847,000 | 56.89% | ||
| 2 | Louisiana-Pacific Corporation | 2,087,912 | 34,576,000 | 22.14% | ||
| 3 | MASCO CORP | 1,058,865 | 26,683,000 | 17.08% | ||
| 4 | Horsehead Holding Corp. | 383,934 | 6,078,000 | 3.89% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-15-006556, filed 2015.02.13).
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.