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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| TDW | TIDEWATER INC | 31.26% | 2,906,380 | $193,652,099 | -14,309 | -0.49% | $66.63 | 13F |
| BLDR | BUILDERS FIRSTSOURCE INC | 7.37% | 510,158 | $45,648,938 | -13,439 | -2.57% | $89.48 | 13F |
| LXU | LSB INDS INC | 3.7% | 2,119,699 | $22,913,946 | -400 | -0.02% | $10.81 | 13F |
| WDC | WESTERN DIGITAL CORP | 2.24% | 21,771 | $13,905,573 | -24,773 | -53.22% | $638.72 | 13F |
| CNQ | CANADIAN NAT RES LTD | 2.02% | 316,591 | $12,515,128 | -7,475 | -2.31% | $39.53 | 13F |
| SNDK | SANDISK CORP | 1.12% | 3,039 | $6,909,865 | -6,217 | -67.17% | $2273.73 | 13F |
| SMHI | SEACOR MARINE HOLDINGS INC | 0.88% | 713,219 | $5,456,125 | -54,727 | -7.13% | $7.65 | 13F |
| UHALB | U HAUL HOLDING COMPANY | 0.4% | 43,000 | $2,481,100 | -4,000 | -8.51% | $57.7 | 13F |
| LEGH | LEGACY HOUSING CORP | 0.14% | 32,779 | $861,104 | -148,588 | -81.93% | $26.27 | 13F |