Holdings
| GENERAL MTRS CO | $137.1M | 25.2% | 5,929,529 | +653 | +0.0% | Added |
| BAC BANK OF AMERICA CORP | $115.2M | 21.2% | 7,401,000 | −101,000 | −1.3% | Reduced |
| HORSEHEAD HLDG CORP | $102.7M | 18.9% | 6,333,296 | +1,263,296 | +24.9% | Added |
| CHKEUR CHESAPEAKE ENERGY CORP | $88.7M | 16.3% | 3,268,145 | — | — | Held |
| C CITIGROUP INC | $81.3M | 14.9% | 1,560,000 | — | — | Held |
| GS GOLDMAN SACHS GROUP INC | $18.9M | 3.5% | 106,863 | −35,000 | −24.7% | Reduced |
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.