| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SPARTON CORP | 500,000 | 11,925,000 | 19.42% | ||
| 2 | ADIENT PLC | 175,000 | 10,255,000 | 16.70% | ||
| 3 | VOYA FINANCIAL INC | 260,000 | 10,197,000 | 16.61% | ||
| 4 | SPIRIT AEROSYSTEMS HLDGS INC COM CL A | 130,000 | 7,586,000 | 12.36% | ||
| 5 | Blue Bird Corp | 444,100 | 6,861,000 | 11.18% | ||
| 6 | BABCOCK & WILCOX ENTERPRIS INC COM | 405,000 | 6,719,000 | 10.94% | ||
| 7 | CARDCONNECT CORP | 246,131 | 3,126,000 | 5.09% | ||
| 8 | SPARTON CORP | 100,000 | 2,385,000 | 3.88% | Call | |
| 9 | HUDSON TECHNOLOGIES INC | 152,267 | 1,220,000 | 1.99% | ||
| 10 | CARDCONNECT CORP | 203,000 | 641,000 | 1.04% | ||
| 11 | ARI NETWORK SVCS INC | 87,884 | 475,000 | 0.77% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001387131-17-000756, 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.
