Q3  2019 |
≡ |
VC - Visteon Corp. |
Buy |
15,969 |
0.46 |
≡ |
RL - Ralph Lauren Corp. |
Buy |
13,000 |
0.44 |
≡ |
GRA - WR Grace & Co. |
Buy |
18,000 |
0.42 |
≡ |
MHK - Mohawk Industries |
Buy |
9,033 |
0.39 |
≡ |
CTB - Cooper Tire & Rubber Co. |
Buy |
35,000 |
0.32 |
≡ |
DAN - Dana Inc. |
Buy |
56,000 |
0.28 |
Q2  2019 |
≡ |
OI - O-I Glass Inc. |
Add 18.86% |
801,184 |
3.73 |
≡ |
TKR - Timken Co. |
Add 10.12% |
84,181 |
1.16 |
≡ |
KMT - Kennametal Inc. |
Buy |
61,591 |
0.61 |
≡ |
MWA - Mueller Water Products |
Buy |
209,486 |
0.55 |
≡ |
EMN - Eastman Chemical |
Add 3.44% |
25,541 |
0.54 |
≡ |
KFY - Korn Ferry |
Buy |
42,000 |
0.45 |
≡ |
MOS - Mosaic Co. |
Buy |
65,431 |
0.44 |
≡ |
TIF - Tiffany & Co. |
Buy |
16,329 |
0.41 |
≡ |
LEA - Lear Corp. |
Add 56.42% |
4,026 |
0.15 |
≡ |
AXE - Anixter International |
Add 1.32% |
395 |
0.01 |
Q1  2019 |
≡ |
EMN - Eastman Chemical |
Add 643.28% |
643,279 |
12.47 |
≡ |
TKR - Timken Co. |
Add 1096.83% |
762,300 |
8.50 |
≡ |
AYI - Acuity Brands Inc. |
Buy |
28,000 |
0.86 |
≡ |
CAG - Conagra Brands Inc. |
Buy |
106,500 |
0.75 |
≡ |
WRK - WestRock Co. |
Buy |
67,800 |
0.66 |
≡ |
CXT - Crane NXT Co. |
Buy |
23,500 |
0.51 |
≡ |
AXE - Anixter International |
Buy |
30,000 |
0.43 |
≡ |
ADT - ADT Inc. |
Add 68.85% |
241,415 |
0.40 |
≡ |
IGT - International Game Technology |
Add 42.45% |
82,255 |
0.27 |
≡ |
OSK - Oshkosh Corp. |
Add 1.75% |
8,439 |
0.16 |
≡ |
LEA - Lear Corp. |
Add 69.78% |
2,933 |
0.10 |
Q4  2018 |
≡ |
DXC - DXC Technology Co. |
Buy |
775,756 |
10.83 |
≡ |
OSK - Oshkosh Corp. |
Add 773.46% |
427,725 |
6.88 |
≡ |
COMM - CommScope Holding Co. |
Add 18.67% |
462,921 |
1.99 |
≡ |
CBT - Cabot Corp. |
Buy |
67,000 |
0.76 |
≡ |
IGT - International Game Technology |
Buy |
193,764 |
0.74 |
≡ |
GT - Goodyear Tire & Rubber |
Buy |
130,000 |
0.70 |
≡ |
GDI-OLD - Gardner Denver Holdings Inc. |
Buy |
53,494 |
0.29 |
≡ |
TIF - Tiffany & Co. |
Buy |
13,855 |
0.29 |
≡ |
GPK - Graphic Packaging Hldg Co. |
Buy |
101,778 |
0.28 |
≡ |
VNTRF - Venator Materials PLC |
Buy |
241,900 |
0.27 |
≡ |
NAV - Navistar International Corp. |
Add 56.04% |
28,731 |
0.20 |
≡ |
AXL - American Axle & Manufacturing Holdings |
Add 22.79% |
35,262 |
0.10 |
Q3  2018 |
≡ |
AVT - Avnet Inc. |
Add 92.48% |
805,644 |
6.05 |
≡ |
KMT - Kennametal Inc. |
Buy |
100,000 |
0.73 |
≡ |
TKR - Timken Co. |
Buy |
85,000 |
0.71 |
≡ |
TECD - Tech Data Corp. |
Buy |
56,000 |
0.67 |
≡ |
LEA - Lear Corp. |
Buy |
25,000 |
0.61 |
≡ |
ADNT - Adient plc |
Buy |
25,500 |
0.17 |
≡ |
TSLA - Tesla Inc. |
Buy |
41,250 |
0.12 |
≡ |
DBDQQ-OLD - Diebold Inc. |
Add 0.63% |
43,646 |
0.03 |
Q2  2018 |
≡ |
AVT - Avnet Inc. |
Add 578.98% |
742,833 |
4.94 |
≡ |
OI - O-I Glass Inc. |
Add 20.72% |
1,635,970 |
4.26 |
≡ |
COMM - CommScope Holding Co. |
Add 41.23% |
881,228 |
3.99 |
≡ |
DBDQQ-OLD - Diebold Inc. |
Add 10.48% |
655,000 |
1.21 |
≡ |
ADT - ADT Inc. |
Buy |
549,063 |
0.74 |
≡ |
OSK - Oshkosh Corp. |
Buy |
62,100 |
0.68 |
≡ |
WRK - WestRock Co. |
Buy |
33,000 |
0.29 |
≡ |
NCR - NCR Corp. |
Add 47.98% |
33,587 |
0.16 |
≡ |
CCK - Crown Holdings |
Add 13.51% |
15,262 |
0.11 |
≡ |
BDC - Belden Inc. |
Add 12.63% |
8,339 |
0.08 |
Q1  2018 |
≡ |
OI - O-I Glass Inc. |
Add 21.82% |
1,414,327 |
4.21 |
≡ |
DBDQQ-OLD - Diebold Inc. |
Add 15.27% |
827,855 |
1.75 |
≡ |
CCK - Crown Holdings |
Buy |
113,000 |
0.79 |
≡ |
ARRS - ARRIS International plc |
Add 4.63% |
207,722 |
0.76 |
≡ |
TEN-OLD - Tenneco Inc. |
Buy |
90,717 |
0.68 |
≡ |
BDC - Belden Inc. |
Buy |
66,000 |
0.63 |
≡ |
NAV - Navistar International Corp. |
Buy |
115,000 |
0.55 |
≡ |
HUN - Huntsman Corp. |
Add 2.99% |
100,069 |
0.40 |
≡ |
IP - International Paper |
Buy |
50,000 |
0.37 |
≡ |
AXL - American Axle & Manufacturing Holdings |
Add 2.32% |
8,216 |
0.02 |
Q4  2017 |
≡ |
ARRS - ARRIS International plc |
Add 13.52% |
534,800 |
1.80 |
≡ |
LEN - Lennar Corp. |
Buy |
89,000 |
0.74 |
≡ |
COMM - CommScope Holding Co. |
Add 3.78% |
139,041 |
0.69 |
≡ |
NCR - NCR Corp. |
Buy |
117,631 |
0.52 |
≡ |
OI - O-I Glass Inc. |
Add 2.32% |
146,704 |
0.43 |
≡ |
AVT - Avnet Inc. |
Add 21.28% |
40,000 |
0.21 |
Q3  2017 |
≡ |
DBDQQ-OLD - Diebold Inc. |
Add 8.03% |
481,819 |
1.37 |
≡ |
ALK - Alaska Air Group |
Buy |
95,000 |
0.90 |
≡ |
AXL - American Axle & Manufacturing Holdings |
Add 169.07% |
253,600 |
0.55 |
≡ |
LSKD - LSC Communications Inc. |
Add 22.42% |
79,673 |
0.16 |
≡ |
BW - Babcock & Wilcox Enterprises |
Add 94.27% |
36,394 |
0.15 |
≡ |
AVT - Avnet Inc. |
Add 18.99% |
30,000 |
0.15 |
≡ |
KS - KapStone Paper and Packaging Corp. |
Add 26.67% |
40,000 |
0.11 |
Q2  2017 |
≡ |
HUN - Huntsman Corp. |
Buy |
4,330,700 |
11.50 |
≡ |
ARRS - ARRIS International plc |
Add 56.38% |
1,543,401 |
4.45 |
≡ |
DBDQQ-OLD - Diebold Inc. |
Add 17.45% |
891,298 |
2.56 |
≡ |
COMM - CommScope Holding Co. |
Add 13.04% |
492,233 |
1.92 |
≡ |
EMN - Eastman Chemical |
Add 8.82% |
137,915 |
1.19 |
≡ |
AVT - Avnet Inc. |
Buy |
158,000 |
0.63 |
≡ |
IGT - International Game Technology |
Add 258.48% |
297,247 |
0.56 |
≡ |
DXC - DXC Technology Co. |
Buy |
61,117 |
0.48 |
≡ |
LSKD - LSC Communications Inc. |
Add 138.38% |
206,301 |
0.45 |
≡ |
ADNT - Adient plc |
Buy |
50,000 |
0.34 |
≡ |
KS - KapStone Paper and Packaging Corp. |
Buy |
150,000 |
0.32 |
≡ |
AXL - American Axle & Manufacturing Holdings |
Buy |
150,000 |
0.24 |
≡ |
ZTO - ZTO Express |
Add 154.80% |
77,400 |
0.11 |
≡ |
NOMD - Nomad Foods Ltd |
Add 26.07% |
64,600 |
0.09 |
Q1  2017 |
≡ |
ARRS - ARRIS International plc |
Add 782.57% |
2,427,201 |
6.70 |
≡ |
OI - O-I Glass Inc. |
Add 17.14% |
1,434,095 |
3.05 |
≡ |
DBDQQ-OLD - Diebold Inc. |
Add 22.76% |
947,025 |
3.04 |
≡ |
EMN - Eastman Chemical |
Add 29.06% |
352,035 |
2.97 |
≡ |
COMM - CommScope Holding Co. |
Add 21.07% |
656,629 |
2.86 |
≡ |
BW - Babcock & Wilcox Enterprises |
Add 352.17% |
81,000 |
0.79 |