| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GTT COMMUNICATIONS INC COM | 1,299,442 | 30,576,000 | 13.61% | ||
| 2 | Blue Bird Corp | 1,523,601 | 22,260,000 | 9.91% | ||
| 3 | HORIZON GLOBAL CORPORATION | 755,066 | 15,048,000 | 6.70% | ||
| 4 | NATIONAL RESH CORP CL A | 859,781 | 14,006,000 | 6.24% | ||
| 5 | Libbey Inc Com | 737,597 | 13,166,000 | 5.86% | ||
| 6 | OWENS-ILLINOIS, INC. | 601,647 | 11,064,000 | 4.93% | ||
| 7 | BUILDERS FIRSTSOURCE INC | 919,773 | 10,587,000 | 4.71% | ||
| 8 | LEAR | 87,127 | 10,562,000 | 4.70% | ||
| 9 | NATURAL GAS SVCS GROUP INC | 422,190 | 10,382,000 | 4.62% | ||
| 10 | WHIRLPOOL | 63,398 | 10,281,000 | 4.58% | ||
| 11 | ALTRA INDL MOTION CORP COM | 348,572 | 10,098,000 | 4.50% | ||
| 12 | COLUMBUS MCKINNON CORP N Y COM | 497,811 | 8,881,000 | 3.95% | ||
| 13 | STEELCASE INC | 621,993 | 8,639,000 | 3.85% | ||
| 14 | CRAWFORD & CO | 909,111 | 8,146,000 | 3.63% | ||
| 15 | Franklin Covey Co | 430,667 | 7,670,000 | 3.42% | ||
| 16 | BEACON ROOFING SUPPLY INC | 172,495 | 7,257,000 | 3.23% | ||
| 17 | VALMONT INDS INC | 44,550 | 5,995,000 | 2.67% | ||
| 18 | NEWELL BRANDS | 106,158 | 5,590,000 | 2.49% | ||
| 19 | CKEC 2017-01-20 33.000 C A OPQ | 164,033 | 5,362,000 | 2.39% | ||
| 20 | BAKER HUGHES INC | 57,850 | 2,920,000 | 1.30% | ||
| 21 | NATIONAL RESH CORP | 69,206 | 2,436,000 | 1.08% | ||
| 22 | U S PHYSICAL THERAPY COM | 35,685 | 2,237,000 | 1.00% | ||
| 23 | Drew Inds Inc | 14,475 | 1,419,000 | 0.63% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001447387-16-000088, filed 2016.11.10).
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.
