| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GTT COMMUNICATIONS INC COM | 1,352,332 | 31,455,000 | 13.51% | ||
| 2 | Libbey Inc Com | 735,092 | 23,971,000 | 10.30% | ||
| 3 | LEAR | 145,527 | 15,830,000 | 6.80% | ||
| 4 | U S PHYSICAL THERAPY COM | 291,719 | 13,095,000 | 5.62% | ||
| 5 | STEELCASE INC | 702,796 | 12,938,000 | 5.56% | ||
| 6 | Blue Bird Corp | 1,191,620 | 11,869,000 | 5.10% | ||
| 7 | WHIRLPOOL | 77,698 | 11,442,000 | 4.91% | ||
| 8 | OWENS-ILLINOIS, INC. | 549,547 | 11,387,000 | 4.89% | ||
| 9 | NATIONAL RESH CORP CL A | 923,636 | 11,028,000 | 4.74% | ||
| 10 | JARDEN CORP | 221,849 | 10,844,000 | 4.66% | ||
| 11 | NATURAL GAS SVCS GROUP INC | 485,083 | 9,362,000 | 4.02% | ||
| 12 | ALTRA INDL MOTION CORP COM | 404,756 | 9,358,000 | 4.02% | ||
| 13 | Franklin Covey Co | 572,022 | 9,187,000 | 3.95% | ||
| 14 | COLUMBUS MCKINNON CORP N Y COM | 489,911 | 8,897,000 | 3.82% | ||
| 15 | VALMONT INDS INC | 83,800 | 7,952,000 | 3.42% | ||
| 16 | CRAWFORD & CO | 1,416,093 | 7,916,000 | 3.40% | ||
| 17 | BEACON ROOFING SUPPLY INC | 229,395 | 7,453,000 | 3.20% | ||
| 18 | CKEC 2017-01-20 33.000 C A OPQ | 336,931 | 6,769,000 | 2.91% | ||
| 19 | Drew Inds Inc | 108,109 | 5,904,000 | 2.54% | ||
| 20 | NATIONAL RESH CORP | 85,332 | 2,816,000 | 1.21% | ||
| 21 | BAKER HUGHES INC | 49,500 | 2,576,000 | 1.11% | ||
| 22 | REGAL ENTMT GROUP | 42,400 | 792,000 | 0.34% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001447387-15-000064, filed 2015.11.16).
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.
