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Changes: All | New | Increased | Decreased | Sold Out Portfolio as of:
NameTickerClassSharesChangeValueChangeDate
BMC STOCK HOLDINGS, INC. BMCHCOM2,893,087-364,67661,767,000-1,476,00009/30/2017
Builders FirstSource, Inc. BLDRCommon2,161,458-11,44438,885,0005,798,00009/30/2017
TIDEWATER INC TDWCommon1,164,688563,65431,330,10713,852,10711/09/2017
WESTLAKE CHEMICAL CORP WLKCommon268,903-2,26222,343,0004,518,00009/30/2017
CAVCO INDUSTRIES INC CVCOCommon143,493-29,23021,172,0002,529,00009/30/2017
LSB INDUSTRIES INC LXUCOM2,265,85663,74117,991,000-4,306,00009/30/2017
PANHANDLE OIL & GAS INC PHXCLA755,3371,13617,977,000529,00009/30/2017
Norbord Inc. OSBCOM440,00627,39316,773,0003,000,00009/30/2017
LEUCADIA NATIONAL CORP LUKCommon587,782-5,87214,841,000-448,00009/30/2017
ATWOOD OCEANICS INC ATWCommon1,288,139106,98512,096,0001,591,00009/30/2017
Exterran Corp EXTNCOM371,202-100,41411,734,0001,843,00009/30/2017
OMNOVA SOLUTIONS INC OMNCommon1,029,264-1,87511,271,0001,380,00009/30/2017
RadNet, Inc. RDNTCommon846,938104,6229,783,0003,098,00009/30/2017
METHODE ELECTRONICS INC MEICommon213,755-4,1709,053,000239,00009/30/2017
LINCOLN ELECTRIC HOLDINGS INC LECOCommon97,716-7698,959,0004,00009/30/2017
UMH PROPERTIES, INC. UMHCOM510,344-5,4707,936,000-605,00009/30/2017
CANADIAN NATURAL RESOURCES LTD CNQCommon215,8296107,228,0001,023,00009/30/2017
INSTEEL INDUSTRIES INC IIINCommon237,903-3956,212,000-1,613,00009/30/2017
BFC FINANCIAL CORP BBXTCOM692,269692,2695,102,0005,102,00009/30/2017
WESTERN DIGITAL CORP WDCCommon56,494-4364,881,000-137,00009/30/2017
AMREP CORP. AXRCommon707,019-8,4854,814,00012,00009/30/2017
SEACOR HOLDINGS INC /NEW/ CKHCommon85,266-3,0403,931,0001,001,00009/30/2017
Helmerich & Payne, Inc. HPCommon75,38822,5043,928,000-217,00009/30/2017
PICO HOLDINGS INC /NEW PICOCommon229,640-7,0553,835,000-177,00009/30/2017
GIBRALTAR INDUSTRIES, INC. ROCKCommon101,848-3,5603,173,000-479,00009/30/2017
DANA INC DANCommon97,825-97,5002,735,000-1,627,00009/30/2017
StealthGas Inc. GASSSHS814,635-42,7092,696,00073,00009/30/2017
DORIAN LPG LTD. LPGCommon300,000-7912,046,000-408,00009/30/2017
AMERICAN EAGLE OUTFITTERS INC AEOCommon132,8801,1351,900,000295,00009/30/2017
XERIUM TECHNOLOGIES INC XRMCOM304,109-56,9821,454,000-877,00009/30/2017
SKYLINE CORP SKYCommon115,30039,0221,394,000760,00009/30/2017
SEACOR Marine Holdings Inc. SMHICommon81,597-4,1821,276,000-470,00009/30/2017
DAWSON GEOPHYSICAL CO DWSNCommon222,845200,0001,009,000135,00009/30/2017
BERKSHIRE HATHAWAY INC BRK/BCommon4,309-140790,00060,00009/30/2017
WPX ENERGY, INC. WPXCommon46,500-6,250535,00036,00009/30/2017
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