| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Drew Inds Inc | 6,853 | 738,000 | 0.33% | ||
| 2 | Crawford & Co | 265,525 | 2,515,000 | 1.14% | ||
| 3 | NATIONAL RESEARCH CLASS B | 69,206 | 2,884,000 | 1.30% | ||
| 4 | BAKER HUGHES INC | 47,250 | 3,070,000 | 1.39% | ||
| 5 | NEWELL BRANDS | 108,458 | 4,843,000 | 2.19% | ||
| 6 | VALMONT INDS INC | 35,350 | 4,981,000 | 2.25% | ||
| 7 | SPX FLOW INC | 255,100 | 8,179,000 | 3.70% | ||
| 8 | BEACON ROOFING SUPPLY INC | 178,795 | 8,237,000 | 3.73% | ||
| 9 | STEELCASE INC | 470,208 | 8,417,000 | 3.81% | ||
| 10 | LEAR CORP | 76,827 | 10,170,000 | 4.60% | ||
| 11 | ALTRA INDL MOTION CORP COM | 276,722 | 10,211,000 | 4.62% | ||
| 12 | OWENS-ILLINOIS, INC. | 601,647 | 10,475,000 | 4.74% | ||
| 13 | WHIRLPOOL CORP | 61,198 | 11,124,000 | 5.03% | ||
| 14 | BUILDERS FIRSTSOURCE | 1,015,273 | 11,138,000 | 5.04% | ||
| 15 | NATURAL GAS SERVICES GROUP | 361,915 | 11,636,000 | 5.26% | ||
| 16 | COLUMBUS MCKINNON CORP N Y COM | 458,011 | 12,385,000 | 5.60% | ||
| 17 | Libbey Inc Com | 638,874 | 12,432,000 | 5.62% | ||
| 18 | NATIONAL RESH CORP CL A | 758,417 | 14,410,000 | 6.52% | ||
| 19 | HORIZON GLOBAL CORPORATION | 753,266 | 18,078,000 | 8.18% | ||
| 20 | BLUE BIRD CORP | 1,523,601 | 23,540,000 | 10.65% | ||
| 21 | GTT COMMUNICATIONS INC COM | 1,097,955 | 31,566,000 | 14.28% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001447387-17-000002, filed 2017.02.14).
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.
