Holdings
| FIAT CHRYSLER AUTOMOBILES N | $177.8M | 60.5% | 12,866,047 | −239,000 | −1.8% | Reduced |
| MU MICRON TECHNOLOGY INC | $68.9M | 23.4% | 1,785,745 | +86,480 | +5.1% | Added |
| EAFEUR GRAFTECH INTERNATIONAL LTD | $47.4M | 16.1% | 4,123,538 | +4,123,538 | — | New |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.