| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Libbey Inc Com | 874,446 | 22,963,000 | 11.56% | ||
| 2 | GTT COMMUNICATIONS INC COM | 1,650,832 | 19,661,000 | 9.90% | ||
| 3 | U S PHYSICAL THERAPY COM | 435,492 | 15,412,000 | 7.76% | ||
| 4 | LEAR | 114,853 | 9,924,000 | 5.00% | ||
| 5 | VALMONT INDS INC | 73,000 | 9,850,000 | 4.96% | ||
| 6 | OWENS-ILLINOIS, INC. | 370,119 | 9,642,000 | 4.85% | ||
| 7 | CKEC 2017-01-20 33.000 C A OPQ | 310,131 | 9,608,000 | 4.84% | ||
| 8 | NATIONAL RESH CORP CL A | 694,264 | 9,032,000 | 4.55% | ||
| 9 | JARDEN CORP | 149,100 | 8,962,000 | 4.51% | ||
| 10 | CRAWFORD & CO | 1,142,056 | 8,840,000 | 4.45% | ||
| 11 | Franklin Covey Co | 448,185 | 8,780,000 | 4.42% | ||
| 12 | STEELCASE INC | 512,050 | 8,290,000 | 4.17% | ||
| 13 | PATRICK INDS INC COM | 185,231 | 7,846,000 | 3.95% | ||
| 14 | ALTRA INDL MOTION CORP COM | 263,344 | 7,679,000 | 3.87% | ||
| 15 | NATURAL GAS SVCS GROUP INC | 315,904 | 7,604,000 | 3.83% | ||
| 16 | COLUMBUS MCKINNON CORP N Y COM | 327,345 | 7,198,000 | 3.62% | ||
| 17 | BEACON ROOFING SUPPLY INC | 241,095 | 6,143,000 | 3.09% | ||
| 18 | WHIRLPOOL | 41,748 | 6,081,000 | 3.06% | ||
| 19 | Drew Inds Inc | 121,778 | 5,138,000 | 2.59% | ||
| 20 | Hanger Inc | 236,668 | 4,856,000 | 2.44% | ||
| 21 | REGAL ENTMT GROUP | 136,300 | 2,710,000 | 1.36% | ||
| 22 | NATIONAL RESH CORP | 65,778 | 2,440,000 | 1.23% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001447387-14-000060, filed 2014.11.13).
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.
