Menu
| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| EMN | EASTMAN CHEM CO | 14.98% | 365,257 | $32,807,384 | 36,000 | 10.93% | $89.82 | 13F |
| WCC | WESCO INTL INC | 14.55% | 183,200 | $31,854,816 | -12,700 | -6.48% | $173.88 | 13F |
| TKR | TIMKEN CO | 13.67% | 373,549 | $29,939,952 | -146,544 | -28.18% | $80.15 | 13F |
| WFRD | WEATHERFORD INTL PLC | 13.25% | 296,701 | $29,026,259 | -41,000 | -12.14% | $97.83 | 13F |
| TEX | TEREX CORP NEW | 12.33% | 469,838 | $26,996,891 | 90,000 | 23.69% | $57.46 | 13F |
| FLS | FLOWSERVE CORP | 11.35% | 602,882 | $24,850,796 | -11,000 | -1.79% | $41.22 | 13F |
| GT | GOODYEAR TIRE & RUBR CO | 7.04% | 1,076,000 | $15,408,320 | 716,000 | 198.89% | $14.32 | 13F |
| ASH | ASHLAND INC | 6.67% | 173,312 | $14,611,935 | -106,800 | -38.13% | $84.31 | 13F |
| PTEN | PATTERSON-UTI ENERGY INC | 3.87% | 785,000 | $8,478,000 | 785,000 | New | $10.8 | 13F |
| HUN | HUNTSMAN CORP | 2.29% | 200,000 | $5,026,000 | No Change | $25.13 | 13F |