| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GTT COMMUNICATIONS INC COM | 1,364,832 | 25,222,000 | 11.74% | ||
| 2 | Blue Bird Corp | 1,523,601 | 18,131,000 | 8.44% | ||
| 3 | NATIONAL RESH CORP CL A | 892,599 | 12,229,000 | 5.69% | ||
| 4 | WHIRLPOOL | 71,898 | 11,981,000 | 5.58% | ||
| 5 | Libbey Inc Com | 739,092 | 11,744,000 | 5.47% | ||
| 6 | CRAWFORD & CO | 1,433,798 | 10,940,000 | 5.09% | ||
| 7 | OWENS-ILLINOIS, INC. | 601,647 | 10,836,000 | 5.04% | ||
| 8 | BUILDERS FIRSTSOURCE INC | 919,773 | 10,347,000 | 4.82% | ||
| 9 | NATURAL GAS SVCS GROUP INC | 438,117 | 10,033,000 | 4.67% | ||
| 10 | ALTRA INDL MOTION CORP COM | 368,272 | 9,936,000 | 4.62% | ||
| 11 | LEAR | 88,627 | 9,019,000 | 4.20% | ||
| 12 | STEELCASE INC | 621,993 | 8,440,000 | 3.93% | ||
| 13 | HORIZON GLOBAL CORPORATION | 739,796 | 8,397,000 | 3.91% | ||
| 14 | BEACON ROOFING SUPPLY INC | 174,995 | 7,957,000 | 3.70% | ||
| 15 | VALMONT INDS INC | 56,150 | 7,595,000 | 3.53% | ||
| 16 | U S PHYSICAL THERAPY COM | 125,678 | 7,567,000 | 3.52% | ||
| 17 | Franklin Covey Co | 484,049 | 7,420,000 | 3.45% | ||
| 18 | COLUMBUS MCKINNON CORP N Y COM | 506,811 | 7,171,000 | 3.34% | ||
| 19 | NEWELL BRANDS | 126,558 | 6,147,000 | 2.86% | ||
| 20 | CKEC 2017-01-20 33.000 C A OPQ | 166,033 | 5,001,000 | 2.33% | ||
| 21 | Drew Inds Inc | 45,575 | 3,867,000 | 1.80% | ||
| 22 | BAKER HUGHES INC | 57,850 | 2,611,000 | 1.22% | ||
| 23 | NATIONAL RESH CORP | 69,206 | 2,297,000 | 1.07% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001447387-16-000084, filed 2016.08.12).
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.
