| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GTT COMMUNICATIONS INC COM | 1,352,332 | 22,368,000 | 10.33% | ||
| 2 | Blue Bird Corp | 1,520,301 | 16,495,000 | 7.62% | ||
| 3 | NATIONAL RESH CORP CL A | 893,199 | 13,889,000 | 6.41% | ||
| 4 | Libbey Inc Com | 739,092 | 13,747,000 | 6.35% | ||
| 5 | WHIRLPOOL | 71,898 | 12,966,000 | 5.99% | ||
| 6 | U S PHYSICAL THERAPY COM | 222,741 | 11,077,000 | 5.11% | ||
| 7 | ALTRA INDL MOTION CORP COM | 385,567 | 10,711,000 | 4.95% | ||
| 8 | NATURAL GAS SVCS GROUP INC | 465,812 | 10,076,000 | 4.65% | ||
| 9 | JARDEN CORP | 168,821 | 9,952,000 | 4.59% | ||
| 10 | LEAR | 88,127 | 9,797,000 | 4.52% | ||
| 11 | OWENS-ILLINOIS, INC. | 601,647 | 9,602,000 | 4.43% | ||
| 12 | STEELCASE INC | 621,993 | 9,280,000 | 4.28% | ||
| 13 | CRAWFORD & CO | 1,433,798 | 8,631,000 | 3.98% | ||
| 14 | Franklin Covey Co | 484,049 | 8,514,000 | 3.93% | ||
| 15 | Drew Inds Inc | 125,819 | 8,110,000 | 3.74% | ||
| 16 | COLUMBUS MCKINNON CORP N Y COM | 505,711 | 7,970,000 | 3.68% | ||
| 17 | CKEC 2017-01-20 33.000 C A OPQ | 250,333 | 7,520,000 | 3.47% | ||
| 18 | VALMONT INDS INC | 59,350 | 7,350,000 | 3.39% | ||
| 19 | BEACON ROOFING SUPPLY INC | 174,995 | 7,177,000 | 3.31% | ||
| 20 | BUILDERS FIRSTSOURCE INC | 525,941 | 5,927,000 | 2.74% | ||
| 21 | NATIONAL RESH CORP | 81,206 | 2,842,000 | 1.31% | ||
| 22 | BAKER HUGHES INC | 55,850 | 2,448,000 | 1.13% | ||
| 23 | HORIZON GLOBAL CORPORATION | 11,113 | 140,000 | 0.06% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001447387-16-000078, filed 2016.05.13).
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.
