| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GREENBRIER COS INC COM | 189,997 | 5,252,000 | 49.89% | ||
| 2 | SONIC AUTOMOTIVE INC CL A | 258,789 | 4,782,000 | 45.43% | ||
| 3 | OCEAN RIG UDW INC | 601,158 | 493,000 | 4.68% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-16-003862, filed 2016.05.16).
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.