| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AGILYSYS INC COM | 7,056,934 | 70,499,000 | 54.10% | ||
| 2 | LOUISIANA PAC CORP | 1,457,453 | 26,249,000 | 20.14% | ||
| 3 | CHEMOURS CO | 3,067,232 | 16,440,000 | 12.62% | ||
| 4 | SEASPINE HLDGS CORP COM | 528,270 | 9,076,000 | 6.96% | ||
| 5 | LL FLOORING HOLDINGS INC COM | 319,770 | 5,551,000 | 4.26% | ||
| 6 | TOPBUILD CORP | 81,366 | 2,504,000 | 1.92% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001140361-16-052841, filed 2016.02.16).
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.