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Changes: All | New | Increased | Decreased | Sold Out Portfolio as of:
NameTickerClassSharesChangeValueChangeDate
BANC OF CALIFORNIA, INC. BANCCOM620,000480,00011,966,0009,075,00003/31/2018
CAPITAL ONE FINANCIAL CORP COFCommon172,90088,50016,567,0008,162,00003/31/2018
Triton International Ltd TRTNSTOCK497,008289,00015,209,0007,419,00003/31/2018
ENCORE CAPITAL GROUP INC ECPGCommon285,00047,00012,882,0002,862,00003/31/2018
MEDALLION FINANCIAL CORP MFINCOM505,000385,0002,348,0001,924,00003/31/2018
WILLIAM LYON HOMES WLHCommon705,50055,00019,394,000478,00003/31/2018
New Home Co Inc. NWHMCommon2,049,05970,00022,704,000-2,094,00003/31/2018
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