| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AGILYSYS INC COM | 7,056,934 | 69,440,000 | 45.80% | ||
| 2 | MASCO CORP | 1,394,680 | 37,238,000 | 24.56% | ||
| 3 | LOUISIANA PAC CORP | 1,806,870 | 29,831,000 | 19.68% | ||
| 4 | FIAT CHRYSLER AUTOMOBILES NV COM | 639,607 | 10,432,000 | 6.88% | ||
| 5 | Horsehead Holding Corp. | 248,634 | 3,148,000 | 2.08% | ||
| 6 | PRETIUM RES INC | 302,092 | 1,523,000 | 1.00% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-15-020027, filed 2015.05.15).
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.
