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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| KEX | KIRBY CORP | 19.89% | 257,000 | $34,150,160 | 34,000 | 15.25% | $132.88 | 13F |
| DCH | DAUCH CORP | 13.27% | 3,840,000 | $22,771,200 | 1,957,000 | 103.93% | $5.93 | 13F |
| APTV | APTIV PLC | 13.06% | 322,971 | $22,427,106 | 47,000 | 17.03% | $69.44 | 13F |
| OSK | OSHKOSH CORP | 11.69% | 136,300 | $20,064,723 | -18,300 | -11.84% | $147.21 | 13F |
| WFRD | WEATHERFORD INTL PLC | 11.69% | 212,223 | $20,072,051 | -17,765 | -7.72% | $94.58 | 13F |
| NOMD | NOMAD FOODS LTD | 7.46% | 1,332,772 | $12,807,939 | 794,000 | 147.37% | $9.61 | 13F |
| DOLE | DOLE PLC | 5.63% | 675,948 | $9,659,297 | 675,948 | New | $14.29 | 13F |
| PVH | PVH CORPORATION | 5.2% | 128,000 | $8,929,280 | 128,000 | New | $69.76 | 13F |
| ABM | ABM INDS INC | 4.94% | 220,000 | $8,474,400 | 20,000 | 10% | $38.52 | 13F |
| XRAY | DENTSPLY SIRONA INC | 4.12% | 610,000 | $7,076,000 | 610,000 | New | $11.6 | 13F |
| MHK | MOHAWK INDS INC | 2.29% | 40,000 | $3,938,400 | 40,000 | New | $98.46 | 13F |
| NESR | NATIONAL ENERGY SERVICES REU | 0.75% | 60,000 | $1,288,200 | 60,000 | New | $21.47 | 13F |
| ASH | ASHLAND INC | -212,977 | Exited | 13F | ||||
| FLS | FLOWSERVE CORP | -314,000 | Exited | 13F | ||||
| AXTA | AXALTA COATING SYS LTD | -1,024,000 | Exited | 13F |