CY2014 Q4
| Company | Value | End Date | SEC Filing |
|---|---|---|---|
| APACHE CORPORATION | $67,000,000.00 | 2014-12-31 | View |
| CARPENTER TECHNOLOGY CORP | $15,600,000.00 | 2014-12-31 | View |
| DTE ELECTRIC CO | $10,000,000.00 | 2014-12-31 | View |
| EASTMAN KODAK COMPANY | $28,000,000.00 | 2014-12-31 | View |
| GOLDFIELD CORP | $1,063,380.00 | 2014-12-31 | View |
| HOLLYFRONTIER CORP | $104,500,000.00 | 2014-12-31 | View |
| KAMAN CORPORATION | $9,957,000.00 | 2014-12-31 | View |
| NL INDUSTRIES, INC. | $6,000,000.00 | 2014-12-31 | View |
| NUCOR CORP | $27,200,000.00 | 2014-12-31 | View |
| PIEDMONT NATURAL GAS CO INC | $1,100,000.00 | 2015-01-31 | View |
| PRECISION CASTPARTS CORP | $465,000,000.00 | 2014-12-28 | View |
| NATIONAL PRESTO INDUSTRIES INC | $1,390,000.00 | 2014-12-31 | View |
| ROGERS CORP | $56,500,000.00 | 2014-12-31 | View |
| Northwest Pipeline LLC | $7,800,000.00 | 2014-12-31 | View |
| UNIFIRST CORP | $22,351,000.00 | 2014-11-29 | View |
| CLEAN HARBORS, INC. | $187,514,000.00 | 2014-12-31 | View |
| Scotts Miracle-Gro Co | $5,800,000.00 | 2014-12-27 | View |
| Lindsay Corporation | $7,878,000.00 | 2014-11-30 | View |
| ORBITAL ATK, INC. | $53,711,000.00 | 2014-12-28 | View |
| Casella Waste Systems, Inc. | $5,021,000.00 | 2014-12-31 | View |
| TENNECO INC | $19,000,000.00 | 2014-12-31 | View |
| SEMPRA | $44,400,000.00 | 2014-12-31 | View |
| STONERIDGE, INC. | $876,000.00 | 2014-12-31 | View |
| SONIC AUTOMOTIVE, INC. | $16,800,000.00 | 2014-12-31 | View |
| RAYTHEON CO/ | $202,000,000.00 | 2014-12-31 | View |
| PLAINS ALL AMERICAN PIPELINE LP | $82,000,000.00 | 2014-12-31 | View |
| ConocoPhillips | $344,000,000.00 | 2014-12-31 | View |
| TRW Automotive Holdings Corp. | $71,000,000.00 | 2014-12-31 | View |
| Waste Connections, Inc. | $696,491,000.00 | 2014-12-31 | View |
| Alon USA Energy, Inc. | $54,232,000.00 | 2014-12-31 | View |
| TENNESSEE VALLEY AUTHORITY | $14,000,000.00 | 2014-12-31 | View |
| Domtar Corporation | $104,000,000.00 | 2014-12-31 | View |
| Freescale Semiconductor, Ltd. | $79,000,000.00 | 2014-12-31 | View |
| Xylem Inc. | $5,000,000.00 | 2014-12-31 | View |
| NORTHERN TIER ENERGY LP | $9,300,000.00 | 2014-12-31 | View |
| ALON USA PARTNERS, LP | $5,823,000.00 | 2014-12-31 | View |
| PLAINS GP HOLDINGS LP | $82,000,000.00 | 2014-12-31 | View |
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