Alex Roepers - Atlantic Investment Management, Inc.
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    12
Portfolio value:    $171,658,756
Holdings Activity Buys Sells    History
History Stock Activity ▼ Share change % change to portfolio
Q1 2026
☰ NOMD - Nomad Foods Ltd Add 147.37% 794,000 4.44
☰ DCH - Dauch Corp. Add 103.93% 1,957,000 6.76
☰ APTV - Aptiv PLC Add 17.03% 47,000 1.90
☰ KEX - Kirby Corp. Add 15.25% 34,000 2.63
☰ ABM - ABM Industries Add 10.00% 20,000 0.45
☰ DOLE - Dole Food Company Buy 675,948 5.63
☰ PVH - PVH Corp. Buy 128,000 5.20
☰ XRAY - DENTSPLY SIRONA Inc. Buy 610,000 4.12
☰ MHK - Mohawk Industries Buy 40,000 2.29
☰ NESR - National Energy Services Reunited Corp. Buy 60,000 0.75
☰ WFRD - Weatherford International plc Reduce 7.72% 17,765 0.78
☰ OSK - Oshkosh Corp. Reduce 11.84% 18,300 1.29
☰ AXTA - Axalta Coating Systems Ltd. Sell 100.00% 1,024,000 18.63
☰ FLS - Flowserve Corp. Sell 100.00% 314,000 12.26
☰ ASH - Ashland Global Holdings Inc. Sell 100.00% 212,977 7.03
Q4 2025
☰ AXTA - Axalta Coating Systems Ltd. Add 34.03% 260,000 4.73
☰ OSK - Oshkosh Corp. Add 3.69% 5,500 0.39
☰ KEX - Kirby Corp. Buy 223,000 13.83
☰ FLS - Flowserve Corp. Buy 314,000 12.26
☰ DCH - Dauch Corp. Buy 1,883,000 6.80
☰ ABM - ABM Industries Buy 200,000 4.76
☰ APTV - Aptiv PLC Reduce 9.66% 29,500 1.46
☰ ASH - Ashland Global Holdings Inc. Reduce 24.96% 70,843 1.95
☰ NOMD - Nomad Foods Ltd Reduce 25.38% 183,228 1.38
☰ WFRD - Weatherford International plc Reduce 36.21% 130,578 5.13
☰ GTLS - Chart Inds Inc Sell 100.00% 147,499 16.95
☰ GPK - Graphic Packaging Hldg Co. Sell 100.00% 645,584 7.26
☰ PVH - PVH Corp. Sell 100.00% 100,000 4.81
☰ DOLE - Dole Food Company Sell 100.00% 330,000 2.55
☰ BBWI - Bath & Body Works Inc Sell 100.00% 150,000 2.22
Q3 2025
☰ AXTA - Axalta Coating Systems Ltd. Buy 764,000 12.56
☰ GPK - Graphic Packaging Hldg Co. Buy 645,584 7.26
☰ NOMD - Nomad Foods Ltd Buy 722,000 5.45
☰ DOLE - Dole Food Company Buy 330,000 2.55
☰ BBWI - Bath & Body Works Inc Buy 150,000 2.22
☰ ASH - Ashland Global Holdings Inc. Reduce 4.22% 12,500 0.32
☰ APTV - Aptiv PLC Reduce 12.96% 45,500 1.58
☰ PVH - PVH Corp. Reduce 23.08% 30,000 1.05
☰ OSK - Oshkosh Corp. Reduce 28.69% 60,000 3.47
☰ WFRD - Weatherford International plc Reduce 44.29% 286,708 7.36
☰ GTLS - Chart Inds Inc Reduce 46.31% 127,200 10.69
☰ BLDR - Builders FirstSource Inc. Sell 100.00% 119,000 7.09
☰ EMN - Eastman Chemical Sell 100.00% 134,710 5.13
☰ GT - Goodyear Tire & Rubr Co Sell 100.00% 915,000 4.84
☰ TEX - Terex Corp. Sell 100.00% 155,000 3.69
☰ WCC - WESCO International Inc. Sell 100.00% 32,500 3.07
Q2 2025
☰ ASH - Ashland Global Holdings Inc. Add 137.06% 171,320 4.39
☰ GTLS - Chart Inds Inc Add 33.74% 69,300 5.82
☰ WFRD - Weatherford International plc Add 13.00% 74,465 1.91
☰ BLDR - Builders FirstSource Inc. Buy 119,000 7.09
☰ GT - Goodyear Tire & Rubr Co Buy 915,000 4.84
☰ PVH - PVH Corp. Buy 130,000 4.55
☰ OSK - Oshkosh Corp. Reduce 11.36% 26,800 1.41
☰ EMN - Eastman Chemical Reduce 46.46% 116,873 5.75
☰ APTV - Aptiv PLC Reduce 47.92% 323,000 10.74
☰ DAR - Darling Ingredients Inc. Sell 100.00% 508,550 8.88
Q1 2025
☰ WFRD - Weatherford International plc Add 30.75% 134,700 4.03
☰ OSK - Oshkosh Corp. Add 2.57% 5,900 0.31
☰ APTV - Aptiv PLC Buy 673,971 22.40
☰ EMN - Eastman Chemical Buy 251,583 12.38
☰ ASH - Ashland Global Holdings Inc. Buy 125,000 4.14
☰ GTLS - Chart Inds Inc Reduce 10.18% 23,271 2.15
☰ DAR - Darling Ingredients Inc. Reduce 13.67% 80,500 1.31
☰ D7A - Aptiv Plc Sell 100.00% 763,955 22.32
☰ FMC - FMC Corp. Sell 100.00% 321,000 7.54
☰ GT - Goodyear Tire & Rubr Co Sell 100.00% 1,311,485 5.70
☰ HUN - Huntsman Corp. Sell 100.00% 200,000 1.74
Q4 2024
☰ WFRD - Weatherford International plc Add 55.85% 157,000 5.43
☰ D7A - Aptiv Plc Add 25.60% 155,700 4.55
☰ OSK - Oshkosh Corp. Buy 230,000 10.56
☰ DAR - Darling Ingredients Inc. Buy 589,050 9.59
☰ FMC - FMC Corp. Buy 321,000 7.54
☰ GT - Goodyear Tire & Rubr Co Buy 1,311,485 5.70
☰ GTLS - Chart Inds Inc Reduce 46.71% 200,400 12.15
☰ TEX - Terex Corp. Reduce 75.20% 470,038 12.15
☰ WCC - WESCO International Inc. Reduce 83.25% 161,500 13.24
☰ PTEN - Patterson-UTI Energy Inc. Sell 100.00% 1,750,000 6.54
Q3 2024
☰ GTLS - Chart Inds Inc Add 512.96% 359,070 21.77
☰ D7A - Aptiv Plc Add 61.22% 230,980 8.12
☰ TEX - Terex Corp. Add 17.81% 94,500 2.44
☰ WCC - WESCO International Inc. Add 15.82% 26,500 2.17
☰ WFRD - Weatherford International plc Add 15.63% 38,008 1.58
☰ PTEN - Patterson-UTI Energy Inc. Reduce 17.84% 380,000 1.77
☰ EMN - Eastman Chemical Sell 100.00% 367,857 16.24
☰ GT - Goodyear Tire & Rubr Co Sell 100.00% 1,350,000 6.90
☰ FLS - Flowserve Corp. Sell 100.00% 269,882 5.85
☰ ASH - Ashland Global Holdings Inc. Sell 100.00% 60,000 2.55
☰ TKR - Timken Co. Sell 100.00% 40,000 1.44
Q2 2024
☰ PTEN - Patterson-UTI Energy Inc. Add 29.88% 490,000 2.29
☰ TEX - Terex Corp. Add 11.97% 56,700 1.40
☰ EMN - Eastman Chemical Add 0.16% 600 0.03
☰ D7A - Aptiv Plc Buy 377,275 11.97
☰ GTLS - Chart Inds Inc Buy 70,000 4.55
☰ GT - Goodyear Tire & Rubr Co Reduce 4.05% 57,000 0.34
☰ WCC - WESCO International Inc. Reduce 16.42% 32,900 2.47
☰ WFRD - Weatherford International plc Reduce 17.23% 50,600 2.56
☰ ASH - Ashland Global Holdings Inc. Reduce 33.34% 30,012 1.28
☰ FLS - Flowserve Corp. Reduce 39.47% 176,000 3.53
☰ TKR - Timken Co. Reduce 74.20% 115,049 4.42
☰ CPRI - Capri Holdings Ltd Sell 100.00% 120,000 2.39
Q1 2024
☰ PTEN - Patterson-UTI Energy Inc. Add 108.92% 855,000 4.48
☰ GT - Goodyear Tire & Rubr Co Add 30.76% 331,000 1.99
☰ WCC - WESCO International Inc. Add 9.39% 17,200 1.29
☰ TEX - Terex Corp. Add 0.85% 4,000 0.11
☰ EMN - Eastman Chemical Add 0.55% 2,000 0.09
☰ CPRI - Capri Holdings Ltd Buy 120,000 2.39
☰ WFRD - Weatherford International plc Reduce 1.01% 3,000 0.13
☰ FLS - Flowserve Corp. Reduce 26.04% 157,000 2.96
☰ ASH - Ashland Global Holdings Inc. Reduce 48.06% 83,300 3.21
☰ TKR - Timken Co. Reduce 58.49% 218,500 8.00
Q4 2023
☰ GT - Goodyear Tire & Rubr Co Add 198.89% 716,000 4.68
☰ TEX - Terex Corp. Add 23.69% 90,000 2.36
☰ EMN - Eastman Chemical Add 10.93% 36,000 1.48
☰ PTEN - Patterson-UTI Energy Inc. Buy 785,000 3.87
☰ FLS - Flowserve Corp. Reduce 1.79% 11,000 0.22
☰ WCC - WESCO International Inc. Reduce 6.48% 12,700 0.91
☰ WFRD - Weatherford International plc Reduce 12.14% 41,000 1.85
☰ TKR - Timken Co. Reduce 28.18% 146,544 5.36
☰ ASH - Ashland Global Holdings Inc. Reduce 38.13% 106,800 4.35
Q3 2023
☰ TKR - Timken Co. Add 69.36% 213,000 7.80
☰ WCC - WESCO International Inc. Add 33.27% 48,900 3.50
☰ TEX - Terex Corp. Add 17.96% 57,838 1.66
☰ ASH - Ashland Global Holdings Inc. Buy 280,112 11.40
☰ GT - Goodyear Tire & Rubr Co Buy 360,000 2.23
☰ FLS - Flowserve Corp. Reduce 10.89% 75,000 1.37
☰ WFRD - Weatherford International plc Reduce 15.47% 61,800 2.02
☰ EMN - Eastman Chemical Reduce 18.17% 73,100 3.01
☰ HUN - Huntsman Corp. Reduce 66.67% 400,000 5.32
☰ RL - Ralph Lauren Corp Sell 100.00% 196,382 11.92
☰ CNH - CNH Industrial NV Sell 100.00% 220,000 1.56
Q2 2023
☰ CNH - CNH Industrial NV Add 57.14% 80,000 0.57
☰ WCC - WESCO International Inc. Add 33.64% 37,000 3.26
☰ EMN - Eastman Chemical Add 10.89% 39,500 1.63
☰ RL - Ralph Lauren Corp Add 4.52% 8,500 0.52
☰ TKR - Timken Co. Add 1.33% 4,024 0.18
☰ WFRD - Weatherford International plc Buy 399,501 13.06
☰ TEX - Terex Corp. Buy 322,000 9.49
☰ FLS - Flowserve Corp. Reduce 11.78% 92,000 1.69
☰ HUN - Huntsman Corp. Reduce 33.92% 308,000 4.55
☰ HAL - Halliburton Co. Sell 100.00% 665,000 11.35
☰ HI - Hillenbrand Inc Sell 100.00% 346,949 8.90
Q1 2023
☰ HUN - Huntsman Corp. Add 202.67% 608,000 8.97
☰ EMN - Eastman Chemical Add 13.87% 44,200 2.01
☰ HAL - Halliburton Co. Buy 665,000 11.35
☰ WCC - WESCO International Inc. Buy 110,000 9.17
☰ HI - Hillenbrand Inc Buy 346,949 8.90
☰ CNH - CNH Industrial NV Buy 140,000 1.15
☰ TKR - Timken Co. Reduce 0.74% 2,273 0.09
☰ FLS - Flowserve Corp. Reduce 9.79% 84,737 1.41
☰ RL - Ralph Lauren Corp Reduce 24.54% 61,100 3.49
☰ WRK - Westrock Co Sell 100.00% 671,433 12.78
☰ UNVR - Univar Solutions Inc Sell 100.00% 661,988 11.39
☰ AVT - Avnet Inc. Sell 100.00% 495,707 11.16
☰ OI - O-I Glass Inc Sell 100.00% 655,000 5.87
Q4 2022
☰ FLS - Flowserve Corp. Add 7.22% 58,258 0.97
☰ EMN - Eastman Chemical Add 3.81% 11,697 0.52
☰ RL - Ralph Lauren Corp Reduce 22.01% 70,266 2.70
☰ HUN - Huntsman Corp. Reduce 28.90% 121,969 1.35
☰ WRK - Westrock Co Reduce 29.45% 280,334 3.91
☰ AVT - Avnet Inc. Reduce 36.60% 286,170 4.67
☰ TKR - Timken Co. Reduce 36.76% 177,474 4.73
☰ UNVR - Univar Solutions Inc Reduce 49.99% 661,609 6.80
☰ LEA - Lear Corp. Sell 100.00% 148,215 8.01
Q3 2022
☰ UNVR - Univar Solutions Inc Add 10.94% 130,479 1.34
☰ FLS - Flowserve Corp. Buy 807,361 8.86
☰ WRK - Westrock Co Reduce 4.88% 48,868 0.74
☰ EMN - Eastman Chemical Reduce 5.49% 17,847 0.61
☰ AVT - Avnet Inc. Reduce 10.74% 94,073 1.53
☰ RL - Ralph Lauren Corp Reduce 13.92% 51,627 1.75
☰ LEA - Lear Corp. Reduce 15.14% 26,453 1.26
☰ TKR - Timken Co. Reduce 21.02% 128,524 2.58
☰ HUN - Huntsman Corp. Reduce 32.84% 206,344 2.22
☰ GT - Goodyear Tire & Rubr Co Sell 100.00% 1,027,172 4.17
☰ NOMD - Nomad Foods Ltd Sell 100.00% 100,000 0.76
Q2 2022
☰ RL - Ralph Lauren Corp Add 65.03% 146,144 4.97
☰ TKR - Timken Co. Add 19.12% 98,122 1.97
☰ AVT - Avnet Inc. Add 15.48% 117,427 1.91
☰ UNVR - Univar Solutions Inc Add 10.86% 116,873 1.10
☰ WRK - Westrock Co Add 4.47% 42,827 0.65
☰ EMN - Eastman Chemical Add 3.47% 10,890 0.37
☰ LEA - Lear Corp. Reduce 3.91% 7,098 0.33
☰ HUN - Huntsman Corp. Reduce 43.48% 483,308 5.85
☰ NOMD - Nomad Foods Ltd Reduce 44.44% 80,000 0.58
☰ GT - Goodyear Tire & Rubr Co Reduce 45.86% 870,219 4.02
Q1 2022
☰ TKR - Timken Co. Add 32.10% 124,719 2.44
☰ GT - Goodyear Tire & Rubr Co Add 12.74% 214,346 0.99
☰ LEA - Lear Corp. Add 4.83% 8,369 0.39
☰ RL - Ralph Lauren Corp Buy 224,731 8.23
☰ WRK - Westrock Co Reduce 12.21% 133,264 1.65
☰ AVT - Avnet Inc. Reduce 16.64% 151,412 1.74
☰ EMN - Eastman Chemical Reduce 24.79% 103,461 3.50
☰ NOMD - Nomad Foods Ltd Reduce 25.62% 62,000 0.44
☰ HUN - Huntsman Corp. Reduce 35.68% 616,552 6.01
☰ UNVR - Univar Solutions Inc Reduce 42.24% 786,906 6.23
Q4 2021
☰ EMN - Eastman Chemical Add 317.38% 317,378 10.72
☰ NOMD - Nomad Foods Ltd Add 120.00% 132,000 0.94
☰ WRK - Westrock Co Add 15.96% 150,197 1.86
☰ AVT - Avnet Inc. Add 10.84% 88,990 1.02
☰ TKR - Timken Co. Buy 388,499 7.52
☰ GT - Goodyear Tire & Rubr Co Reduce 5.24% 93,135 0.55
☰ HUN - Huntsman Corp. Reduce 7.68% 143,862 1.43
☰ UNVR - Univar Solutions Inc Reduce 9.15% 187,635 1.50
☰ LEA - Lear Corp. Reduce 12.03% 23,714 1.25
☰ BERY - Berry Global Group Inc Sell 100.00% 432,609 8.85
☰ BLDR - Builders FirstSource Inc. Sell 100.00% 100,000 1.74
Q3 2021
☰ LEA - Lear Corp. Add 9.14% 16,500 0.87
☰ AVT - Avnet Inc. Add 3.40% 27,000 0.34
☰ UNVR - Univar Solutions Inc Add 1.29% 26,185 0.21
☰ GT - Goodyear Tire & Rubr Co Buy 1,776,180 10.56
☰ BLDR - Builders FirstSource Inc. Buy 100,000 1.74
☰ NOMD - Nomad Foods Ltd Buy 110,000 1.02
☰ HUN - Huntsman Corp. Reduce 7.10% 143,000 1.19
☰ WRK - Westrock Co Reduce 15.84% 177,049 2.96
☰ BERY - Berry Global Group Inc Reduce 33.46% 217,500 4.45
☰ EPC - Edgewell Personal Care Co. Sell 100.00% 636,650 8.78
Q2 2021
☰ HUN - Huntsman Corp. Add 118.36% 1,092,213 9.10
☰ BERY - Berry Global Group Inc Buy 650,109 13.31
☰ UNVR - Univar Solutions Usa Inc Reduce 0.06% 1,299 0.01
☰ LEA - Lear Corp. Reduce 0.94% 1,720 0.10
☰ WRK - Westrock Co Reduce 7.68% 93,016 1.50
☰ AVT - Avnet Inc. Reduce 10.01% 88,334 1.13
☰ EPC - Edgewell Personal Care Co. Reduce 30.96% 285,524 3.50
☰ OI - O-I Glass Inc Reduce 45.33% 543,177 2.48
☰ GRA - Grace W R & Co Del New Sell 100.00% 861,122 15.95
☰ NOMD - Nomad Foods Ltd Sell 100.00% 130,000 1.10
Q1 2021
☰ AVT - Avnet Inc. Add 29.11% 198,946 2.55
☰ WRK - Westrock Co Add 19.82% 200,321 3.23
☰ UNVR - Univar Solutions Usa Inc Add 11.72% 212,466 1.42
☰ LEA - Lear Corp. Add 4.25% 7,426 0.42
☰ HUN - Huntsman Corp. Buy 922,822 8.23
☰ EPC - Edgewell Personal Care Co. Reduce 0.65% 6,008 0.07
☰ NOMD - Nomad Foods Ltd Reduce 3.70% 5,000 0.04
☰ GRA - Grace W R & Co Del New Reduce 16.84% 174,352 3.19
☰ OI - O-I Glass Inc Reduce 55.23% 1,478,277 5.87
☰ RL - Ralph Lauren Corp Sell 100.00% 337,910 11.70
Q4 2020
☰ GRA - Grace W R & Co Del New Add 63.12% 400,668 7.33
☰ UNVR - Univar Solutions Usa Inc Add 16.65% 258,861 1.64
☰ RL - Ralph Lauren Corp Add 10.07% 30,910 1.07
☰ EPC - Edgewell Personal Care Co. Add 5.81% 51,002 0.59
☰ LEA - Lear Corp. Buy 174,905 9.29
☰ AVT - Avnet Inc. Buy 683,333 8.01
☰ NOMD - Nomad Foods Ltd Buy 135,000 1.15
☰ WRK - Westrock Co Reduce 9.98% 111,996 1.66
☰ OI - O-I Glass Inc Reduce 43.94% 2,097,617 9.48
☰ DXC - Dxc Technology Co Sell 100.00% 2,227,665 16.97
Q3 2020
☰ EPC - Edgewell Personal Care Co. Add 104.00% 447,180 5.32
☰ GRA - Grace W R & Co Del New Add 84.77% 291,247 5.01
☰ DXC - Dxc Technology Co Add 10.83% 217,605 1.66
☰ RL - Ralph Lauren Corp Buy 307,000 8.91
☰ UNVR - Univar Solutions Usa Inc Reduce 0.35% 5,427 0.04
☰ WRK - Westrock Co Reduce 3.84% 44,784 0.62
☰ OI - O-I Glass Inc Reduce 6.91% 354,499 1.56
☰ AXTA - Axalta Coating Systems Ltd. Sell 100.00% 1,183,161 13.10
☰ NOMD - Nomad Foods Ltd Sell 100.00% 30,000 0.32
Q2 2020
☰ GRA - Grace W R & Co Del New Add 2,047.24% 327,559 8.17
☰ AXTA - Axalta Coating Systems Ltd. Add 121.09% 648,000 7.17
☰ WRK - Westrock Co Add 65.49% 462,000 6.41
☰ UNVR - Univar Solutions Inc Buy 1,560,000 12.91
☰ EPC - Edgewell Personal Care Co. Buy 430,000 6.58
☰ OI - O-I Glass Inc Reduce 21.00% 1,363,551 5.47
☰ DXC - Dxc Technology Co Reduce 23.29% 610,433 4.50
☰ NOMD - Nomad Foods Ltd Reduce 70.30% 71,000 0.75
☰ OSK - Oshkosh Corp. Sell 100.00% 362,185 13.15
☰ LEA - Lear Corp. Sell 100.00% 259,030 11.88
☰ FTI - TechnipFMC plc Sell 100.00% 1,758,032 6.69
☰ AYI - Acuity Brands Inc. Sell 100.00% 9,000 0.44
☰ DAN - Dana Incorporated Sell 100.00% 80,000 0.35
☰ MHK - Mohawk Industries Sell 100.00% 8,000 0.34
☰ NAV - Navistar Intl Corp New Sell 100.00% 35,000 0.33
☰ D7A - Aptiv Plc Sell 100.00% 10,000 0.28
☰ TKR - Timken Co. Sell 100.00% 15,000 0.27
☰ MAS - Masco Corp. Sell 100.00% 13,000 0.25
☰ HUN - Huntsman Corp. Sell 100.00% 25,000 0.20
Q1 2020
☰ FTI - TechnipFMC plc Add 6,178.69% 1,730,032 6.58
☰ DXC - Dxc Technology Co Add 79.18% 1,158,017 8.53
☰ LEA - Lear Corp. Add 9.30% 22,030 1.01
☰ OSK - Oshkosh Corp. Buy 362,185 13.15
☰ AXTA - Axalta Coating Systems Ltd. Buy 535,161 5.22
☰ AYI - Acuity Brands Inc. Buy 9,000 0.44
☰ DAN - Dana Incorporated Buy 80,000 0.35
☰ MHK - Mohawk Industries Buy 8,000 0.34
☰ NAV - Navistar Intl Corp New Buy 35,000 0.33
☰ GRA - Grace W R & Co Del New Buy 16,000 0.32
☰ D7A - Aptiv Plc Buy 10,000 0.28
☰ MAS - Masco Corp. Buy 13,000 0.25
☰ NOMD - Nomad Foods Ltd Reduce 12.17% 14,000 0.09
☰ WRK - Westrock Co Reduce 17.03% 144,785 1.84
☰ OI - O-I Glass Inc Reduce 17.84% 1,409,644 4.98
☰ HUN - Huntsman Corp. Reduce 37.97% 15,300 0.11
☰ EMN - Eastman Chemical Reduce 75.78% 312,864 7.34
☰ TKR - Timken Co. Reduce 97.00% 485,728 8.10
☰ CPRI - Capri Holdings Ltd Sell 100.00% 1,339,245 15.13
☰ SJM - J.M. Smucker Co Sell 100.00% 11,000 0.34
☰ ATI - Allegheny Technologies Inc. Sell 100.00% 50,000 0.31
☰ MOS - Mosaic Co. Sell 100.00% 28,000 0.18
☰ CTB - Cooper Tire & Rubr Co Sell 100.00% 20,462 0.17
Q4 2019
☰ WRK - Westrock Co Add 3,583.00% 827,100 10.51
☰ LEA - Lear Corp. Add 3,285.71% 230,000 9.35
☰ CPRI - Capri Holdings Ltd Add 38.14% 369,784 4.18
☰ OI - O-I Glass Inc Buy 7,901,765 27.91
☰ NOMD - Nomad Foods Ltd Buy 115,000 0.76
☰ SJM - J.M. Smucker Co Buy 11,000 0.34
☰ ATI - Allegheny Technologies Inc. Buy 50,000 0.31
☰ FTI - TechnipFMC plc Buy 28,000 0.18
☰ MOS - Mosaic Co. Buy 28,000 0.18
☰ DXC - Dxc Technology Co Reduce 10.38% 169,451 1.75
☰ EMN - Eastman Chemical Reduce 17.87% 89,830 2.33
☰ CTB - Cooper Tire & Rubr Co Reduce 41.54% 14,538 0.13
☰ TKR - Timken Co. Reduce 42.87% 375,812 5.74
☰ HUN - Huntsman Corp. Reduce 93.46% 576,188 4.70
☰ OIL - Owens Ill Inc Sell 100.00% 7,245,010 26.12
☰ OSK - Oshkosh Corp. Sell 100.00% 426,788 11.35
☰ VC - Visteon Corp Sell 100.00% 15,969 0.46
☰ RL - Ralph Lauren Corp Sell 100.00% 13,000 0.44
☰ GRA - Grace W R & Co Del New Sell 100.00% 18,000 0.42
☰ MHK - Mohawk Industries Sell 100.00% 9,033 0.39
☰ DAN - Dana Incorporated Sell 100.00% 56,000 0.28
Q3 2019
☰ DXC - Dxc Technology Co Add 127.60% 914,900 9.47
☰ OIL - Owens Ill Inc Add 43.47% 2,195,010 7.91
☰ CPRI - Capri Holdings Ltd Buy 969,461 11.28
☰ VC - Visteon Corp Buy 15,969 0.46
☰ RL - Ralph Lauren Corp Buy 13,000 0.44
☰ GRA - Grace W R & Co Del New Buy 18,000 0.42
☰ MHK - Mohawk Industries Buy 9,033 0.39
☰ CTB - Cooper Tire & Rubr Co Buy 35,000 0.32
☰ DAN - Dana Incorporated Buy 56,000 0.28
☰ TKR - Timken Co. Reduce 4.31% 39,441 0.55
☰ OSK - Oshkosh Corp. Reduce 8.84% 41,385 0.93
☰ EMN - Eastman Chemical Reduce 34.61% 266,126 5.58
☰ LEA - Lear Corp. Reduce 37.29% 4,162 0.16
☰ WRK - Westrock Co Reduce 38.55% 14,483 0.14
☰ HUN - Huntsman Corp. Reduce 66.58% 1,228,229 6.76
☰ AVT - Avnet Inc. Sell 100.00% 914,980 11.15
☰ CAG - Conagra Brands Inc. Sell 100.00% 85,000 0.61
☰ KMT - Kennametal Inc. Sell 100.00% 61,591 0.61
☰ MWA - Mueller Wtr Prods Inc Sell 100.00% 209,486 0.55
☰ AXE - Anixter Intl Inc Sell 100.00% 30,395 0.49
☰ CBT - Cabot Corp. Sell 100.00% 36,520 0.47
☰ KFY - Korn Ferry Sell 100.00% 42,000 0.45
☰ AYI - Acuity Brands Inc. Sell 100.00% 11,830 0.44
☰ MOS - Mosaic Co. Sell 100.00% 65,431 0.44
☰ TIF - Tiffany & Co New Sell 100.00% 16,329 0.41
Q2 2019
☰ LEA - Lear Corp. Add 56.42% 4,026 0.15
☰ OIL - Owens Ill In Add 18.86% 801,184 3.73
☰ TKR - Timken Co. Add 10.12% 84,181 1.16
☰ EMN - Eastman Chemical Add 3.44% 25,541 0.54
☰ AXE - Anixter Intl Inc Add 1.32% 395 0.01
☰ KMT - Kennametal Inc. Buy 61,591 0.61
☰ MWA - Mueller Wtr Prods Inc Buy 209,486 0.55
☰ KFY - Korn Ferry Buy 42,000 0.45
☰ MOS - Mosaic Co. Buy 65,431 0.44
☰ TIF - Tiffany & Co New Buy 16,329 0.41
☰ DXC - Dxc Technology Co Reduce 0.68% 4,941 0.08
☰ OSK - Oshkosh Corp. Reduce 4.74% 23,291 0.45
☰ AVT - Avnet Inc. Reduce 16.49% 180,661 2.00
☰ CAG - Conagra Brands Inc. Reduce 20.19% 21,500 0.15
☰ HUN - Huntsman Corp. Reduce 26.08% 650,758 3.74
☰ CBT - Cabot Corp. Reduce 40.78% 25,149 0.27
☰ WRK - Westrock Co Reduce 44.59% 30,233 0.29
☰ AYI - Acuity Brands Inc. Reduce 57.75% 16,170 0.50
☰ DBDQQ - Diebold Nxdf Inc Sell 100.00% 500,000 1.41
☰ ADT - ADT Inc. Sell 100.00% 592,072 0.97
☰ BRSL - Brightstar Lottery Sell 100.00% 276,019 0.92
☰ CZN - Crane Co Sell 100.00% 23,500 0.51
☰ NAV - Navistar Intl Corp Sell 100.00% 60,000 0.50
Q1 2019
☰ TKR - Timken Co. Add 1,096.83% 762,300 8.50
☰ EMN - Eastman Chemical Add 643.28% 643,279 12.47
☰ LEA - Lear Corp. Add 69.78% 2,933 0.10
☰ ADT - ADT Inc. Add 68.85% 241,415 0.40
☰ BRSL - Brightstar Lottery Add 42.45% 82,255 0.27
☰ OSK - Oshkosh Corp. Add 1.75% 8,439 0.16
☰ AYI - Acuity Brands Inc. Buy 28,000 0.86
☰ CAG - Conagra Brands Inc. Buy 106,500 0.76
☰ WRK - Westrock Co Buy 67,800 0.66
☰ CZN - Crane Co Buy 23,500 0.51
☰ AXE - Anixter Intl Inc Buy 30,000 0.43
☰ HUN - Huntsman Corp. Reduce 6.81% 182,222 0.92
☰ DXC - Dxc Technology Co Reduce 6.93% 53,788 0.75
☰ CBT - Cabot Corp. Reduce 7.96% 5,331 0.06
☰ AVT - Avnet Inc. Reduce 8.78% 105,473 1.00
☰ NAV - Navistar Intl Corp Reduce 25.00% 20,000 0.14
☰ OIL - Owens Ill Inc Reduce 41.27% 2,985,359 13.51
☰ DBDQQ - Diebold Nxdf Inc Reduce 84.85% 2,800,506 1.83
☰ VISN - Commscope Hldg Co Inc Sell 100.00% 2,942,961 12.66
☰ GT - Goodyear Tire & Rubr Co Sell 100.00% 130,000 0.70
☰ CCK - Crown Holdings Sell 100.00% 57,762 0.63
☰ DCH - Dauch Corp. Sell 100.00% 190,000 0.55
☰ TGI - Triumph Group Inc New Sell 100.00% 180,000 0.54
☰ GDI-W - Gardner Denver Hldgs Inc Sell 100.00% 53,494 0.29
☰ TIF - Tiffany & Co New Sell 100.00% 13,855 0.29
☰ GPK - Graphic Packaging Hldg Co. Sell 100.00% 101,778 0.28
☰ VNTR - Venator Matls Plc Sell 100.00% 241,900 0.27
Q4 2018
☰ OSK - Oshkosh Corp. Add 773.46% 427,725 6.88
☰ NAV - Navistar Intl Corp New Add 56.04% 28,731 0.20
☰ DCH - Dauch Corp. Add 22.79% 35,262 0.10
☰ VISN - Commscope Hldg Co Inc Add 18.67% 462,921 1.99
☰ DXC - Dxc Technology Co Buy 775,756 10.83
☰ CBT - Cabot Corp. Buy 67,000 0.76
☰ BRSL - Brightstar Lottery Buy 193,764 0.74
☰ GT - Goodyear Tire & Rubr Co Buy 130,000 0.70
☰ GDI-W - Gardner Denver Hldgs Inc Buy 53,494 0.29
☰ TIF - Tiffany & Co New Buy 13,855 0.29
☰ GPK - Graphic Packaging Hldg Co. Buy 101,778 0.28
☰ VNTR - Venator Matls Plc Buy 241,900 0.27
☰ HUN - Huntsman Corp. Reduce 4.56% 128,000 0.58
☰ TKR - Timken Co. Reduce 18.24% 15,500 0.13
☰ ADT - ADT Inc. Reduce 18.58% 80,000 0.13
☰ CCK - Crown Holdings Reduce 20.07% 14,500 0.12
☰ OIL - Owens Ill Inc Reduce 23.38% 2,207,852 6.96
☰ AVT - Avnet Inc. Reduce 28.37% 475,663 3.57
☰ DBDQQ - Diebold Nxdf Inc Reduce 52.49% 3,645,836 2.75
☰ EMN - Eastman Chemical Reduce 80.76% 419,655 6.74
☰ LEA - Lear Corp. Reduce 83.19% 20,797 0.51
☰ ARRS - Arris Intl Inc Sell 100.00% 2,677,704 11.67
☰ KMT - Kennametal Inc. Sell 100.00% 100,000 0.73
☰ TECD - Tech Data Corp Sell 100.00% 56,000 0.67
☰ VYX - NCR Voyix Corp. Sell 100.00% 72,377 0.34
☰ ADNT - Adient plc Sell 100.00% 25,500 0.17
☰ TSLA - Tesla Inc. Sell 100.00% 2,750 0.12
Q3 2018
☰ AVT - Avnet Inc. Add 92.48% 805,644 6.05
☰ DBDQQ - Diebold Nxdf Inc Add 0.63% 43,646 0.03
☰ KMT - Kennametal Inc. Buy 100,000 0.73
☰ TKR - Timken Co. Buy 85,000 0.71
☰ TECD - Tech Data Corp Buy 56,000 0.67
☰ LEA - Lear Corp. Buy 25,000 0.61
☰ ADNT - Adient plc Buy 25,500 0.17
☰ TSLA - Tesla Inc. Buy 2,750 0.12
☰ OIL - Owens Ill Inc Reduce 0.94% 89,973 0.23
☰ EMN - Eastman Chemical Reduce 1.71% 9,066 0.14
☰ HUN - Huntsman Corp. Reduce 10.71% 336,578 1.52
☰ OSK - Oshkosh Corp. Reduce 10.95% 6,800 0.07
☰ VISN - Commscope Hldg Co Inc Reduce 17.85% 538,770 2.44
☰ ADT - ADT Inc. Reduce 21.57% 118,406 0.16
☰ VYX - NCR Voyix Corp. Reduce 30.13% 31,210 0.14
☰ ARRS - Arris Intl Inc Reduce 32.41% 1,283,996 4.86
☰ NAV - Navistar Intl Corp New Reduce 36.58% 29,571 0.19
☰ CCK - Crown Holdings Reduce 43.66% 56,000 0.39
☰ DCH - Dauch Corp. Reduce 43.68% 120,000 0.29
☰ BDC - Belden Inc. Sell 100.00% 74,339 0.70
☰ WRK - Westrock Co Sell 100.00% 33,000 0.29
Q2 2018
☰ AVT - Avnet Inc. Add 578.98% 742,833 4.94
☰ VYX - NCR Voyix Corp. Add 47.98% 33,587 0.16
☰ VISN - Commscope Hldg Co Inc Add 41.23% 881,228 3.99
☰ OIL - Owens Ill Inc Add 20.72% 1,635,970 4.26
☰ CCK - Crown Holdings Add 13.51% 15,262 0.11
☰ BDC - Belden Inc. Add 12.63% 8,339 0.08
☰ DBDQQ - Diebold Nxdf Inc Add 10.48% 655,000 1.21
☰ ADT - ADT Inc. Buy 549,063 0.74
☰ OSK - Oshkosh Corp. Buy 62,100 0.68
☰ WRK - Westrock Co Buy 33,000 0.29
☰ HUN - Huntsman Corp. Reduce 8.71% 299,711 1.21
☰ ARRS - Arris Intl Inc Reduce 15.68% 736,728 2.69
☰ DCH - Dauch Corp. Reduce 24.07% 87,078 0.18
☰ NAV - Navistar Intl Corp New Reduce 29.70% 34,160 0.16
☰ EMN - Eastman Chemical Reduce 41.65% 377,386 5.48
☰ LEN - Lennar Corp. Sell 100.00% 88,452 0.72
☰ TEN - Tenneco Inc Sell 100.00% 90,717 0.68
☰ SCS - Steelcase Inc Sell 100.00% 359,828 0.67
☰ LKSDQ - Lsc Communications Inc Sell 100.00% 204,569 0.49
☰ IP - Intl Paper Co Sell 100.00% 50,000 0.37
Q1 2018
☰ OIL - Owens Ill Inc Add 21.82% 1,414,327 4.21
☰ DBDQQ - Diebold Nxdf Inc Add 15.27% 827,855 1.75
☰ ARRS - Arris Intl Inc Add 4.63% 207,722 0.76
☰ HUN - Huntsman Corp. Add 2.99% 100,069 0.40
☰ DCH - Dauch Corp. Add 2.32% 8,216 0.02
☰ CCK - Crown Holdings Buy 113,000 0.79
☰ TEN - Tenneco Inc Buy 90,717 0.68
☰ BDC - Belden Inc. Buy 66,000 0.63
☰ NAV - Navistar Intl Corp New Buy 115,000 0.55
☰ IP - Intl Paper Co Buy 50,000 0.37
☰ LEN - Lennar Corp. Reduce 0.62% 548 0.00
☰ EMN - Eastman Chemical Reduce 19.57% 220,506 2.68
☰ SCS - Steelcase Inc Reduce 25.46% 122,911 0.24
☰ VYX - NCR Voyix Corp. Reduce 40.49% 47,631 0.21
☰ LKSDQ - Lsc Communications Inc Reduce 42.02% 148,248 0.29
☰ AVT - Avnet Inc. Reduce 43.73% 99,700 0.52
☰ VISN - Commscope Hldg Co Inc Reduce 44.03% 1,681,900 8.34
☰ ALK - Alaska Air Group Sell 100.00% 89,000 0.86
☰ BRSL - Brightstar Lottery Sell 100.00% 240,000 0.83
Q4 2017
☰ AVT - Avnet Inc. Add 21.28% 40,000 0.21
☰ ARRS - Arris International Inc Add 13.52% 534,800 1.80
☰ VISN - COMMSCOPE HOLDING Co Inc. Add 3.78% 139,041 0.69
☰ OIL - Owens Illinois Inc Add 2.32% 146,704 0.43
☰ LEN - Lennar Corp. Buy 89,000 0.74
☰ VYX - NCR Voyix Corp. Buy 117,631 0.52
☰ HUN - Huntsman Corp. Reduce 4.02% 139,940 0.48
☰ ALK - Alaska Air Group Reduce 6.32% 6,000 0.06
☰ EMN - Eastman Chemical Reduce 7.49% 91,224 1.03
☰ DCH - Dauch Corp. Reduce 12.39% 50,000 0.11
☰ DBDQQ - Diebold Nixdorf Inc Reduce 16.38% 1,061,978 3.02
☰ BRSL - Brightstar Lottery Reduce 17.24% 50,000 0.15
☰ LKSDQ - Lsc Communications Inc Reduce 18.90% 82,244 0.17
☰ KS - Kapstone Paper And Packaging Sell 100.00% 190,000 0.51
☰ BW - Babcock & Wilcox Enterprises, Inc. Sell 100.00% 750,000 0.31
Q3 2017
☰ DCH - Dauch Corp. Add 169.07% 253,600 0.55
☰ BW - Babcock & Wilcox Enterprises, Inc. Add 94.27% 363,944 0.15
☰ KS - Kapstone Paper And Packaging Add 26.67% 40,000 0.11
☰ LKSDQ - Lsc Communications Inc Add 22.42% 79,673 0.16
☰ AVT - Avnet Inc. Add 18.99% 30,000 0.15
☰ DBDQQ - Diebold Nixdorf Inc Add 8.03% 481,819 1.37
☰ ALK - Alaska Air Group Buy 95,000 0.90
☰ SCS - Steelcase Inc Reduce 1.01% 4,904 0.01
☰ ARRS - Arris International Inc Reduce 7.59% 324,853 0.94
☰ VISN - Commscope Holding Reduce 13.73% 585,548 2.29
☰ HUN - Huntsman Corp. Reduce 19.60% 848,843 2.25
☰ TGI - Triumph Group Inc New Reduce 23.07% 53,993 0.18
☰ OIL - Owens Illinois Inc Reduce 24.42% 2,046,361 5.03
☰ EMN - Eastman Chemical Reduce 28.42% 483,508 4.17
☰ BRSL - Brightstar Lottery Reduce 29.65% 122,247 0.23
☰ MGA - Magna International Inc. Sell 100.00% 173,356 0.83
☰ DXC - Dxc Technology Co Sell 100.00% 61,117 0.48
☰ NOMD - Nomad Foods Ltd Sell 100.00% 312,368 0.45
☰ ADNT - Adient plc Sell 100.00% 50,000 0.34
☰ ZTO - ZTO Express Sell 100.00% 127,400 0.18
Q2 2017
☰ BRSL - Brightstar Lottery Add 258.48% 297,247 0.56
☰ ZTO - ZTO Express Add 154.80% 77,400 0.11
☰ LKSDQ - Lsc Communications Inc Add 138.38% 206,301 0.45
☰ ARRS - Arris Intl Inc Add 56.38% 1,543,401 4.45
☰ NOMD - Nomad Foods Ltd Add 26.07% 64,600 0.09
☰ DBDQQ - Diebold Nxdf Inc Add 17.45% 891,298 2.56
☰ VISN - Commscope Holding Co Inc Add 13.04% 492,233 1.92
☰ EMN - Eastman Chemical Add 8.82% 137,915 1.19
☰ HUN - Huntsman Corp. Buy 4,330,700 11.50
☰ AVT - Avnet Inc. Buy 158,000 0.63
☰ DXC - Dxc Technology Co Buy 61,117 0.48
☰ ADNT - Adient plc Buy 50,000 0.34
☰ KS - Kapstone Paper And Packaging Buy 150,000 0.32
☰ DCH - Dauch Corp. Buy 150,000 0.24
☰ SCS - Steelcase Inc Reduce 4.78% 24,505 0.04
☰ OIL - Owens Ill Inc Reduce 14.48% 1,418,640 3.02
☰ MGA - Magna International Inc. Reduce 46.15% 148,546 0.67
☰ BW - Babcock & Wilcox Enterprises, Inc. Reduce 62.88% 653,944 0.64
☰ TGI - Triumph Group Inc New Reduce 86.39% 1,484,990 3.99
☰ HAR - Harman Intl Inds Inc Sell 100.00% 1,030,435 12.00
☰ GT - Goodyear Tire And Rubber Sell 100.00% 330,000 1.24
☰ CSC - Computer Sciences Corp Sell 100.00% 138,000 0.99
☰ RL - Ralph Lauren Corp Sell 100.00% 89,709 0.76
☰ ODP - Office Depot Inc Sell 100.00% 1,233,821 0.60
☰ BDC - Belden Inc. Sell 100.00% 67,886 0.49
☰ MU - Micron Technology Inc. Sell 100.00% 153,122 0.46
Q1 2017
☰ ARRS - Arris Intl Inc Add 782.57% 2,427,201 6.70
☰ BW - Babcock & Wilcox Enterprises, Inc. Add 352.17% 810,000 0.79
☰ CSC - Computer Sciences Corp Add 112.31% 73,000 0.52
☰ MGA - Magna International Inc. Add 59.79% 120,445 0.54
☰ EMN - Eastman Chemical Add 29.06% 352,035 2.97
☰ DBDQQ - Diebold Nxdf Inc Add 22.76% 947,025 3.04
☰ VISN - Commscope Holding Co Inc Add 21.07% 656,629 2.86
☰ OIL - Owens Ill Inc Add 17.14% 1,434,095 3.05
☰ SCS - Steelcase Inc Add 12.66% 57,534 0.10
☰ RL - Ralph Lauren Corp Buy 89,709 0.76
☰ BDC - Belden Inc. Buy 67,886 0.49
☰ MU - Micron Technology Inc. Buy 153,122 0.46
☰ LKSDQ - Lsc Communications Inc Buy 149,087 0.39
☰ NOMD - Nomad Foods Ltd Buy 247,768 0.30
☰ BRSL - Brightstar Lottery Buy 115,000 0.28
☰ ZTO - ZTO Express Buy 50,000 0.07
☰ HAR - Harman Intl Inds Inc Reduce 8.41% 94,591 1.30
☰ ODP - Office Depot Inc Reduce 26.57% 446,476 0.25
☰ TGI - Triumph Group Inc New Reduce 28.95% 700,542 2.29
☰ GT - Goodyear Tire And Rubber Reduce 88.94% 2,654,730 10.12
☰ ABG - Asbury Automotive Group Inc. Sell 100.00% 137,881 1.05
☰ SPLS* - Staples Inc Sell 100.00% 745,236 0.83
☰ PAY - Verifone Sys Inc Sell 100.00% 347,836 0.76
☰ CTB - Cooper Tire & Rubr Co Sell 100.00% 100,000 0.48
☰ OSK - Oshkosh Corp. Sell 100.00% 60,000 0.48
Q4 2016
☰ DBDQQ - Diebold Nxdf Inc Add 1,051.78% 3,800,351 11.81
☰ VISN - Commscope Hldc Co Inc Add 878.23% 2,798,476 12.87
☰ MGA - Magna International Inc. Add 26.70% 42,457 0.23
☰ ABG - Asbury Automotive Group Inc. Add 8.68% 11,012 0.08
☰ ARRS - Arris Intl Inc Buy 310,157 1.15
☰ SCS - Steelcase Inc Buy 454,614 1.01
☰ SPLS* - Staples Inc Buy 745,236 0.83
☰ CSC - Computer Sciences Corp Buy 65,000 0.48
☰ CTB - Cooper Tire & Rubr Co Buy 100,000 0.48
☰ OSK - Oshkosh Corp. Buy 60,000 0.48
☰ BW - Babcock & Wilcox Enterprises, Inc. Buy 230,000 0.47
☰ ODP - Office Depot Inc Reduce 0.64% 10,813 0.01
☰ OIL - Owens Ill Unc Reduce 15.02% 1,479,083 3.55
☰ PAY - Verifone Sys Inc Reduce 15.27% 62,711 0.13
☰ GT - Goodyear Tire And Rubber Co Reduce 21.38% 811,746 3.42
☰ TGI - Triumph Group Inc New Reduce 21.95% 680,628 2.48
☰ HAR - Harman Intl Inds Inc Reduce 30.07% 483,718 5.33
☰ EMN - Eastman Chemical Reduce 37.97% 741,631 6.55
☰ IM - Ingram Micro Inc Sell 100.00% 1,174,191 5.47
☰ ALK - Alaska Air Group Sell 100.00% 113,969 0.98
☰ RHI - Robert Half International Sell 100.00% 177,209 0.88
☰ SPR - Spirit Aerosystems Hldgs Inc Sell 100.00% 150,603 0.88
Q3 2016
☰ VISN - Commscope Hldg Co Inc Add 154.92% 193,651 0.76
☰ EMN - Eastman Chemical Add 36.37% 520,865 4.60
☰ PAY - Verifone Sys Inc Add 24.41% 80,547 0.16
☰ TGI - Triumph Group Inc New Add 7.44% 214,770 0.78
☰ ABG - Asbury Automotive Group Inc. Add 3.85% 4,705 0.03
☰ DBDQQ - Diebold Inc Buy 361,326 1.17
☰ MGA - Magna International Inc. Buy 159,000 0.89
☰ ODP - Office Depot Inc Buy 1,691,110 0.79
☰ OIL - Owens Ill Inc Reduce 4.96% 513,647 1.20
☰ IM - Ingram Micro Inc Reduce 9.62% 124,957 0.56
☰ GT - Goodyear Tire & Rubber Ord Reduce 12.82% 558,231 1.85
☰ ALK - Alaska Air Group Reduce 23.44% 34,886 0.26
☰ HAR - Harman Intl Inds Inc Reduce 23.93% 505,962 4.71
☰ RHI - Robert Half International Reduce 29.37% 73,704 0.36
☰ SPR - Spirit Aerosystems Hldgs Inc Reduce 36.44% 86,353 0.48
☰ CTB - Cooper Tire & Rubr Co Sell 100.00% 283,742 1.10
☰ TIF - Tiffany & Co New Sell 100.00% 125,111 0.98
☰ HPE - Hewlett Packard Enterprise Sell 100.00% 307,746 0.73
☰ ITT - Itt Inc Sell 100.00% 153,591 0.64
☰ IPGP - IPG Photonics Corp. Sell 100.00% 37,000 0.38
☰ GPI - Group 1 Automotive Sell 100.00% 56,880 0.36
Q2 2016
☰ HAR - Harman Intl Inds Inc Add 201.41% 1,413,107 13.14
☰ GT - Goodyear Tire And Rubr Co Add 10.18% 402,434 1.34
☰ SPR - Spirit Aerosystems Hldgs Inc Buy 236,956 1.32
☰ RHI - Robert Half International Buy 250,913 1.24
☰ ALK - Alaska Air Group Buy 148,855 1.12
☰ CTB - Cooper Tire & Rubr Co Buy 283,742 1.10
☰ TIF - Tiffany & Co New Buy 125,111 0.98
☰ ABG - Asbury Automotive Group Inc. Buy 122,164 0.83
☰ PAY - Verifone Sys Inc Buy 330,000 0.79
☰ ITT - Itt Inc Buy 153,591 0.64
☰ VISN - Commscope Hldg Co Inc Buy 125,000 0.50
☰ IPGP - IPG Photonics Corp. Buy 37,000 0.38
☰ GPI - Group 1 Automotive Buy 56,880 0.36
☰ EMN - Eastman Chemical Reduce 5.09% 76,827 0.61
☰ OIL - Owens Ill Inc Reduce 14.84% 1,805,102 3.14
☰ TGI - Triumph Group Inc New Reduce 26.23% 1,026,044 3.53
☰ HPE - Hewlett Packard Enterprise Reduce 45.28% 254,627 0.49
☰ IM - Ingram Micro Inc Reduce 64.97% 2,409,147 9.44
☰ FMC - FMC Corp. Sell 100.00% 2,697,700 11.88
☰ 1440117D - Ashland Inc New Sell 100.00% 104,757 1.26
☰ MGA - Magna International Inc. Sell 100.00% 224,947 1.05
☰ DCH - Dauch Corp. Sell 100.00% 579,275 0.97
☰ LEA - Lear Corp. Sell 100.00% 75,132 0.91
☰ KLXI - Klx Inc. Sell 100.00% 212,511 0.75
Q1 2016
☰ TGI - Triumph Group Inc New Add 31.79% 943,524 3.24
☰ MGA - Magna International Inc. Add 20.83% 38,773 0.18
☰ OIL - Owens Ill Inc Add 4.47% 520,499 0.91
☰ LEA - Lear Corp. Add 2.99% 2,179 0.03
☰ HAR - Harman Intl Inds Inc Buy 701,599 6.82
☰ 1440117D - Ashland Inc New Buy 104,757 1.26
☰ DCH - Dauch Corp. Reduce 1.23% 7,202 0.01
☰ EMN - Eastman Chemical Reduce 11.79% 201,725 1.41
☰ IM - Ingram Micro Inc Reduce 17.90% 808,646 2.54
☰ GT - Goodyear Tire And Rubber Co Reduce 21.16% 1,061,055 3.58
☰ FMC - FMC Corp. Reduce 21.86% 754,727 3.05
☰ HPE - Hewlett Packard Enterprise Reduce 27.27% 210,877 0.33
☰ KLXI - Klx Inc. Reduce 30.08% 91,411 0.29
☰ OSK - Oshkosh Corp. Sell 100.00% 332,431 1.34
☰ 25X - Spx Flow Inc Sell 100.00% 285,241 0.82
☰ CSX - CSX Corp. Sell 100.00% 302,463 0.81
☰ CZN - Crane Co Sell 100.00% 164,839 0.81
☰ KEX - Kirby Corp. Sell 100.00% 105,301 0.57
☰ UNF - UniFirst Corp. Sell 100.00% 41,464 0.45
Q4 2015
☰ OIL - Owens Ill Inc Add 8.73% 934,804 1.68
☰ IM - Ingram Micro Inc Add 8.70% 361,419 1.13
☰ EMN - Eastman Chemical Buy 1,710,713 11.93
☰ HPE - Hewlett Packard Enterprise Buy 773,250 1.21
☰ KLXI - Klx Inc Buy 303,922 0.97
☰ 25X - Spx Flow Inc Buy 285,241 0.82
☰ KEX - Kirby Corp. Buy 105,301 0.57
☰ UNF - UniFirst Corp. Buy 41,464 0.45
☰ OSK - Oshkosh Corp. Reduce 0.18% 585 0.00
☰ DCH - Dauch Corp. Reduce 5.63% 34,991 0.07
☰ GT - Goodyear Tire & Rubr Co Reduce 11.16% 630,001 1.76
☰ TGI - Triumph Group Inc New Reduce 20.85% 782,007 3.13
☰ MGA - Magna International Inc. Reduce 23.61% 57,536 0.26
☰ CZN - Crane Co Reduce 30.35% 71,840 0.32
☰ CSX - CSX Corp. Reduce 33.01% 149,075 0.38
☰ FMC - FMC Corp. Reduce 35.30% 1,883,864 6.08
☰ LEA - Lear Corp. Reduce 42.65% 54,245 0.56
☰ WCC - WESCO International Inc. Sell 100.00% 2,085,610 9.23
☰ NSC - Norfolk Southern Corp. Sell 100.00% 161,989 1.18
☰ AXE - Anixter Intl Inc Sell 100.00% 208,282 1.15
☰ HII - Huntington Ingalls Industries, Inc. Sell 100.00% 88,836 0.91
☰ FLEX - Flex Ltd. Sell 100.00% 416,747 0.42
☰ TTM-OLD - Tata Mtrs Ltd Sell 100.00% 90,000 0.19
☰ CHAD - Direxion Shs Etf Tr Sell 100.00% 14,000 0.07
Q3 2015
☰ FMC - FMC Corp. Add 1.86% 97,614 0.32
☰ LEA - Lear Corp. Add 1.10% 1,382 0.01
☰ DCH - Dauch Corp. Add 0.47% 2,884 0.01
☰ NSC - Norfolk Southern Corp. Buy 161,989 1.18
☰ CSX - CSX Corp. Buy 451,538 1.16
☰ OSK - Oshkosh Corp. Buy 333,016 1.15
☰ CZN - Crane Co Buy 236,679 1.05
☰ HII - Huntington Ingalls Industries, Inc. Buy 88,836 0.91
☰ FLEX - Flex Ltd. Buy 416,747 0.42
☰ TTM-OLD - Tata Mtrs Ltd Buy 90,000 0.19
☰ CHAD - Direxion Shs Etf Tr Buy 14,000 0.07
☰ MGA - Magna International Inc. Reduce 3.16% 7,958 0.03
☰ WCC - WESCO International Inc. Reduce 7.25% 162,943 0.77
☰ TGI - Triumph Group Inc New Reduce 11.34% 479,794 2.19
☰ OIL - Owens Ill Inc Reduce 15.77% 2,004,654 3.19
☰ IM - Ingram Micro Inc Reduce 17.23% 865,281 1.50
☰ AXE - Anixter Intl Inc Reduce 17.59% 44,451 0.20
☰ GT - Goodyear Tire & Rubr Co Reduce 23.79% 1,761,585 3.68
☰ TEX - Terex Corp. Sell 100.00% 903,771 1.46
☰ ACM - AECOM Technology Corp. Sell 100.00% 463,750 1.06
☰ ALK - Alaska Air Group Sell 100.00% 3 0.00
Q2 2015
☰ IM - Ingram Micro Inc Add 133.53% 2,870,803 4.98
☰ WCC - WESCO International Inc. Add 125.40% 1,250,971 5.95
☰ GT - Goodyear Tire & Rubr Co Add 94.87% 3,604,914 7.53
☰ AXE - Anixter Intl Inc Add 69.32% 103,467 0.47
☰ FMC - FMC Corp. Add 37.86% 1,438,677 5.24
☰ ACM - AECOM Technology Corp. Add 4.37% 19,430 0.04
☰ OIL - Owens Ill Inc Add 1.30% 163,088 0.26
☰ DCH - Dauch Corp. Reduce 1.47% 9,216 0.02
☰ LEA - Lear Corp. Reduce 3.04% 3,939 0.03
☰ MGA - Magna International Inc. Reduce 3.07% 7,970 0.03
☰ TEX - Terex Corp. Reduce 6.84% 66,323 0.13
☰ TGI - Triumph Group Inc New Reduce 10.01% 470,296 2.11
☰ ALK - Alaska Air Group Reduce 100.00% 283,784 1.41
☰ OIS - Oil States International Inc. Sell 100.00% 3,500,000 10.47
☰ BGC - General Cable Corp Del New Sell 100.00% 953,024 1.24
☰ NVRI - Harsco Corp Sell 100.00% 940,410 1.22
☰ CZM - Cytec Inds Inc Sell 100.00% 238,500 0.97
☰ TKR - Timken Co. Sell 100.00% 305,096 0.97
Q1 2015
☰ GT - Goodyear Tire & Rubr Co Add 241.71% 2,687,952 5.47
☰ FMC - FMC Corp. Add 170.46% 2,395,000 10.32
☰ TGI - Triumph Group Inc New Add 25.09% 942,588 4.24
☰ TEX - Terex Corp. Add 14.40% 122,131 0.24
☰ OIS - Oil States International Inc. Add 13.61% 419,230 1.25
☰ LEA - Lear Corp. Add 8.13% 9,755 0.08
☰ NVRI - Harsco Corp Add 5.96% 52,933 0.07
☰ OIL - Owens Ill Inc Add 2.70% 330,020 0.58
☰ WCC - WESCO International Inc. Buy 997,582 5.24
☰ IM - Ingram Micro Inc Buy 2,150,000 4.06
☰ MGA - Magna International Inc. Buy 259,638 1.05
☰ ACM - AECOM Technology Corp. Buy 444,320 1.03
☰ TKR - Timken Co. Buy 305,096 0.97
☰ AXE - Anixter Intl Inc Buy 149,266 0.85
☰ ALK - Alaska Air Group Reduce 11.02% 35,164 0.13
☰ DCH - Dauch Corp. Reduce 42.46% 463,175 0.66
☰ CZM - Cytec Inds Inc Reduce 43.88% 186,485 0.54
☰ BGC - General Cable Corp Del New Reduce 46.78% 837,556 0.79
☰ BHI - Baker Hughes Inc Sell 100.00% 5,050,000 17.91
☰ HAR - Harman Intl Inds Inc Sell 100.00% 2,615,960 17.66
☰ CAM - Cameron International Corp Sell 100.00% 347,723 1.10
☰ KMT - Kennametal Inc. Sell 100.00% 394,263 0.89
Q4 2014
☰ BHI - Baker Hughes Inc Add 50.33% 1,690,670 6.00
☰ OIS - Oil States International Inc. Add 29.79% 707,060 2.19
☰ HAR - Harman Intl Inds Inc Add 17.83% 395,861 2.67
☰ CZM - Cytec Inds Inc Add 11.18% 42,741 0.12
☰ OIL - Owens Ill Inc Add 9.96% 1,106,577 1.89
☰ NVRI - Harsco Corp Add 5.57% 46,820 0.06
☰ BGC - General Cable Corp Del New Add 2.55% 44,577 0.04
☰ FMC - FMC Corp. Buy 1,405,000 5.07
☰ ALK - Alaska Air Group Buy 318,951 1.21
☰ KMT - Kennametal Inc. Buy 394,263 0.89
☰ LEA - Lear Corp. Buy 120,000 0.74
☰ TGI - Triumph Group Inc New Reduce 0.89% 33,583 0.14
☰ DCH - Dauch Corp. Reduce 6.71% 78,438 0.09
☰ GT - Goodyear Tire & Rubr Co Reduce 10.93% 136,411 0.20
☰ TEX - Terex Corp. Reduce 14.15% 139,770 0.29
☰ CAM - Cameron International Corp Reduce 88.52% 2,681,708 11.76
☰ TAM - Taminco Corp Sell 100.00% 687,864 1.19
☰ XLS - Exelis Inc Sell 100.00% 1,014,338 1.11
☰ RRD - Donnelley R R & Sons Co Sell 100.00% 1,012,926 1.10
☰ VVX - Vectrus Inc Sell 100.00% 56,843 0.07
Q3 2014
☰ TEX - Terex Corp. Add 178.23% 632,733 1.33
☰ CZM - Cytec Inds Inc Add 102.59% 193,562 0.60
☰ BGC - General Cable Corp Del New Add 84.49% 799,585 0.80
☰ RRD - Donnelley R R & Sons Co Add 44.70% 312,926 0.34
☰ GT - Goodyear Tire & Rubr Co Add 23.28% 235,753 0.35
☰ BHI - Baker Hughes Inc Add 22.16% 609,330 2.62
☰ OIL - Owens Ill Inc Add 18.23% 1,713,403 2.95
☰ NVRI - Harsco Corp Add 16.75% 120,612 0.17
☰ OIS - Oil States International Inc. Add 11.44% 243,710 1.00
☰ TGI - Triumph Group Inc New Add 8.31% 290,995 1.25
☰ CAM - Cameron International Corp Add 6.30% 179,431 0.79
☰ DCH - Dauch Corp. Add 1.30% 14,995 0.02
☰ VVX - Vectrus Inc Buy 56,843 0.07
☰ HAR - Harman Intl Inds Inc Reduce 1.99% 45,068 0.32
☰ TAM - Taminco Corp Reduce 4.74% 34,205 0.05
☰ XLS - Exelis Inc Reduce 5.93% 63,990 0.07
Q2 2014
☰ DCH - Dauch Corp. Add 104.32% 589,418 0.73
☰ BGC - General Cable Corp Del New Add 69.23% 387,161 0.65
☰ TGI - Triumph Group Inc New Add 60.55% 1,320,000 6.05
☰ GT - Goodyear Tire & Rubr Co Add 27.01% 215,343 0.39
☰ TAM - Taminco Corp Add 22.95% 134,786 0.21
☰ NVRI - Harsco Corp Add 16.75% 103,303 0.18
☰ OIL - Owens Ill Inc Add 16.43% 1,326,144 3.02
☰ CZM - Cytec Inds Inc Add 2.06% 3,815 0.03
☰ CAM - Cameron International Corp Add 2.02% 56,317 0.25
☰ XLS - Exelis Inc Buy 1,078,328 1.20
☰ TEX - Terex Corp. Buy 355,000 0.96
☰ RRD - Donnelley R R & Sons Co Buy 700,000 0.78
☰ HAR - Harman Intl Inds Inc Reduce 12.80% 332,508 2.37
☰ OIS - Oil States International Inc. Reduce 13.93% 344,596 2.28
☰ BHI - Baker Hughes Inc Reduce 39.09% 1,765,195 7.70
Q1 2014
☰ TGI - Triumph Group Inc New Add 964.66% 1,975,240 8.55
☰ CZM - Cytec Inds Inc Add 42.21% 54,867 0.36
☰ OIS - Oil States International Inc. Add 28.95% 555,592 3.68
☰ OIL - Owens Ill Inc Add 20.90% 1,395,996 3.17
☰ TAM - Taminco Corp Add 6.78% 37,283 0.05
☰ CAM - Cameron International Corp Add 5.14% 136,683 0.57
☰ HAR - Harman Intl Inds Inc Add 1.85% 47,190 0.34
☰ NVRI - Harsco Corp Buy 616,742 0.97
☰ BGC - General Cable Corp Del New Buy 559,257 0.96
☰ DCH - Dauch Corp. Buy 565,000 0.70
☰ BHI - Baker Hughes Inc Reduce 5.24% 249,805 1.07
☰ GT - Goodyear Tire & Rubr Co Reduce 13.25% 121,806 0.23
☰ 1440117D - Ashland Inc New Sell 100.00% 762,401 5.76
☰ CTB - Cooper Tire & Rubr Co Sell 100.00% 1,004,409 1.88
☰ AGCO - AGCO Corp. Sell 100.00% 300,000 1.38
☰ VYX - NCR Voyix Corp. Sell 100.00% 383,375 1.02
☰ NWSA - News Corp. Sell 100.00% 608,986 0.85
☰ CW - Curtiss-Wright Corp. Sell 100.00% 155,865 0.76
☰ AXLL - Axiall Corp Sell 100.00% 204,259 0.75
Q4 2013
☰ CAM - Cameron International Corp Add 848.93% 2,377,000 11.01
☰ TGI - Triumph Group Inc New Add 46.26% 64,760 0.38
☰ BHI - Baker Hughes Inc Add 3.59% 165,000 0.71
☰ GT - Goodyear Tire & Rubr Co Add 2.13% 19,169 0.04
☰ HAR - Harman Intl Inds Inc Add 2.02% 50,485 0.32
☰ NWSA - News Corp. Add 1.50% 8,986 0.01
☰ CTB - Cooper Tire & Rubr Co Buy 1,004,409 1.88
☰ VYX - NCR Voyix Corp. Buy 383,375 1.02
☰ CZM - Cytec Inds Inc Buy 130,000 0.94
☰ TAM - Taminco Corp Buy 550,000 0.87
☰ OIL - Owens Ill Inc Reduce 3.22% 222,140 0.58
☰ AXLL - Axiall Corp Reduce 4.46% 9,541 0.03
☰ OIS - Oil States International Inc. Reduce 6.39% 130,996 1.18
☰ AGCO - AGCO Corp. Reduce 9.34% 30,895 0.16
☰ 1440117D - Ashland Inc New Reduce 51.01% 793,692 6.37
☰ CW - Curtiss-Wright Corp. Reduce 55.47% 194,135 0.79
☰ ROC - Rockwood Hldgs Inc Sell 100.00% 1,177,380 6.83
☰ MOS - Mosaic Co. Sell 100.00% 250,000 0.93
☰ MRC - Mrc Global Inc Sell 100.00% 300,000 0.70
Q3 2013
☰ OIS - Oil States International Inc. Add 28.13% 450,000 4.04
☰ HAR - Harman Intl Inds Inc Add 16.28% 350,000 2.01
☰ BHI - Baker Hughes Inc Add 6.98% 300,000 1.28
☰ CAM - Cameron International Corp Buy 280,000 1.42
☰ MOS - Mosaic Co. Buy 250,000 0.93
☰ TGI - Triumph Group Inc New Buy 140,000 0.85
☰ NWSA - News Corp. Buy 600,000 0.84
☰ AXLL - Axiall Corp Buy 213,800 0.70
☰ MRC - Mrc Global Inc Buy 300,000 0.70
☰ AGCO - AGCO Corp. Reduce 2.35% 7,972 0.04
☰ 1440117D - Ashland Inc New Reduce 2.74% 43,907 0.34
☰ GT - Goodyear Tire & Rubr Co Reduce 11.60% 118,083 0.17
☰ OIL - Owens Ill Inc Reduce 15.09% 1,226,050 3.17
☰ CW - Curtiss-Wright Corp. Reduce 19.81% 86,462 0.30
☰ ROC - Rockwood Hldgs Inc Reduce 46.48% 1,022,620 6.10
☰ DRC - Dresser-Rand Group Inc Sell 100.00% 257,516 1.44
☰ TEX - Terex Corp. Sell 100.00% 580,000 1.42
☰ CCK - Crown Holdings Sell 100.00% 289,830 1.11
☰ CAH - Cardinal Health Inc. Sell 100.00% 232,896 1.02
☰ DAN - Dana Hldg Corp Sell 100.00% 400,000 0.72
Q2 2013
☰ BHI - Baker Hughes Inc Add 119.72% 2,342,922 10.07
☰ CW - Curtiss-Wright Corp. Add 38.27% 120,800 0.42
☰ AGCO - AGCO Corp. Add 8.83% 27,501 0.13
☰ HAR - Harman Intl Inds Inc Buy 2,150,000 10.86
☰ DRC - Dresser-Rand Group Inc Buy 257,516 1.44
☰ TEX - Terex Corp. Buy 580,000 1.42
☰ DAN - Dana Hldg Corp Buy 400,000 0.72
☰ OIL - Owens Ill Inc Reduce 7.03% 614,166 1.70
☰ GT - Goodyear Tire & Rubr Co Reduce 14.48% 172,435 0.23
☰ OIS - Oil States International Inc. Reduce 14.62% 273,991 2.33
☰ ROC - Rockwood Hldgs Inc Reduce 15.06% 389,999 2.66
☰ CCK - Crown Holdings Reduce 30.54% 127,406 0.55
☰ 1440117D - Ashland Inc New Reduce 35.93% 897,166 6.94
☰ CAH - Cardinal Health Inc. Reduce 49.47% 227,969 0.99
☰ WFT - Weatherford International Lt Sell 100.00% 2,036,829 2.57
☰ NOV - Nov Inc. Sell 100.00% 279,085 2.06
☰ TW6 - Towers Watson & Co Sell 100.00% 82,420 0.59
Q1 2013
☰ OIS - Oil States International Inc. Add 47.42% 602,765 5.12
☰ 1440117D - Ashland Inc New Add 4.05% 97,166 0.75
☰ BHI - Baker Hughes Inc Buy 1,957,078 9.46
☰ NOV - Nov Inc. Buy 279,085 2.06
☰ CAH - Cardinal Health Inc. Buy 460,865 2.00
☰ AGCO - AGCO Corp. Buy 311,366 1.69
☰ GT - Goodyear Tire & Rubr Co Buy 1,190,518 1.56
☰ OIL - Owens Ill Inc Reduce 21.61% 2,409,784 4.90
☰ CCK - Crown Holdings Reduce 31.87% 195,191 0.69
☰ CW - Curtiss-Wright Corp. Reduce 33.33% 157,777 0.50
☰ WFT - Weatherford International Lt Reduce 33.73% 1,036,471 1.11
☰ ROC - Rockwood Hldgs Inc Reduce 46.91% 2,288,155 10.82
☰ TW6 - Towers Watson & Co Reduce 71.58% 207,580 1.12
☰ KMT - Kennametal Inc. Sell 100.00% 3,900,245 14.91
☰ HAR - Harman Intl Inds Inc Sell 100.00% 557,605 2.38
☰ CZN - Crane Co Sell 100.00% 305,371 1.35
Q4 2012
☰ OIS - Oil States International Inc. Add 432.07% 1,032,305 7.06
☰ WFT - Weatherford International Lt Add 145.86% 1,823,300 1.95
☰ CW - Curtiss-Wright Corp. Add 115.09% 253,328 0.80
☰ ROC - Rockwood Hldgs Inc Add 24.51% 960,430 4.54
☰ 1440117D - Ashland Inc New Add 17.01% 348,964 2.68
☰ OIL - Owens Ill Inc Add 6.19% 650,000 1.32
☰ TW6 - Towers Watson & Co Buy 290,000 1.56
☰ HAR - Harman Intl Inds Inc Reduce 11.09% 69,561 0.30
☰ CCK - Crown Holdings Reduce 13.35% 94,379 0.33
☰ KMT - Kennametal Inc. Reduce 26.37% 1,397,146 4.90
☰ CZN - Crane Co Reduce 37.55% 183,628 0.69
☰ JOY - Joy Global Inc Sell 100.00% 3,400,000 18.03
☰ SEE - Sealed Air Corp Sell 100.00% 1,760,332 2.57
Q3 2012
☰ ROC - Rockwood Hldgs Inc Add 32.80% 967,724 4.27
☰ OIL - Owens Ill Inc Add 17.98% 1,600,000 2.84
☰ KMT - Kennametal Inc. Add 11.52% 547,391 1.92
☰ JOY - Joy Global Inc Add 2.26% 75,000 0.40
☰ WFT - Weatherford International Lt Buy 1,250,000 1.50
☰ CW - Curtiss-Wright Corp. Buy 220,111 0.68
☰ CZN - Crane Co Reduce 2.20% 11,001 0.04
☰ SEE - Sealed Air Corp Reduce 2.20% 39,668 0.06
☰ CCK - Crown Holdings Reduce 8.02% 61,653 0.21
☰ HAR - Harman Intl Inds Inc Reduce 10.40% 72,834 0.29
☰ 1440117D - Ashland Inc New Reduce 16.41% 402,758 2.80
☰ OIS - Oil States International Inc. Reduce 20.36% 61,079 0.41
☰ FLS - Flowserve Corp. Sell 100.00% 200,000 2.30
☰ NOV - Nov Inc. Sell 100.00% 307,385 1.98
☰ ACM - AECOM Technology Corp. Sell 100.00% 1,100,000 1.81
Q2 2012
☰ ROC - Rockwood Hldgs Inc Add 109.22% 1,540,000 6.84
☰ ACM - AECOM Technology Corp. Add 83.33% 500,000 0.82
☰ SEE - Sealed Air Corp Add 50.00% 600,000 0.93
☰ KMT - Kennametal Inc. Add 39.71% 1,350,000 4.48
☰ HAR - Harman Intl Inds Inc Add 27.27% 150,000 0.60
☰ JOY - Joy Global Inc Add 23.15% 625,000 3.55
☰ CZN - Crane Co Add 20.84% 86,214 0.31
☰ OIL - Owens Ill Inc Add 3.49% 300,000 0.58
☰ CCK - Crown Holdings Add 2.74% 20,462 0.07
☰ OIS - Oil States International Inc. Buy 300,000 1.99
☰ NOV - Nov Inc. Buy 307,385 1.98
☰ 1440117D - Ashland Inc New Reduce 3.77% 96,206 0.57
☰ FLS - Flowserve Corp. Reduce 81.40% 875,000 9.84
☰ GEO-W - Geo Group Inc Sell 100.00% 700,000 1.30
Q1 2012
☰ ROC - Rockwood Hldngs Inc Add 135.00% 810,000 4.11
☰ JOY - Joy Global Inc Add 21.08% 470,000 3.36
☰ CZN - Crane Co Add 12.20% 45,000 0.21
☰ OIL - Owens Ill Inc Add 4.37% 360,000 0.82
☰ KMT - Kennametal Inc. Add 3.03% 100,000 0.43
☰ 1440117D - Ashland Inc New Add 0.59% 15,000 0.09
☰ SEE - Sealed Air Corp Buy 1,200,000 2.26
☰ ACM - AECOM Technology Corp. Buy 600,000 1.31
☰ GEO-W - Geo Group Inc Buy 700,000 1.30
☰ HAR - Harman Intl Inds Inc Reduce 6.78% 40,000 0.17
☰ FLS - Flowserve Corp. Reduce 33.38% 538,677 6.09
☰ RTN - Raytheon Co Sell 100.00% 300,000 1.65
☰ SOA - Solutia Inc Sell 100.00% 760,000 1.50
☰ TRW - Trw Automotive Hldgs Corp Sell 100.00% 300,000 1.11
Q4 2011
☰ TRW - Trw Automotive Hldgs Corp Add 71.43% 125,000 0.46
☰ FLS - Flowserve Corp. Add 33.06% 400,921 4.53
☰ CZN - Crane Co Add 29.56% 84,131 0.45
☰ CCK - Crown Holdings Add 3.89% 27,997 0.11
☰ OIL - Owens Ill Inc Add 3.00% 240,000 0.53
☰ SOA - Solutia Inc Add 1.33% 10,000 0.02
☰ JOY - Joy Global Inc Buy 2,230,000 19.03
☰ KMT - Kennametal Inc. Buy 3,300,000 13.72
☰ ROC - Rockwood Hldngs Inc Buy 600,000 2.69
☰ HAR - Harman Intl Inds Inc Buy 590,000 2.56
☰ 1440117D - Ashland Inc New Reduce 15.50% 465,000 2.84
☰ RTN - Raytheon Co Reduce 90.63% 2,900,000 16.40
☰ NLC - Nalco Holding Company Sell 100.00% 3,400,000 16.46
☰ MCK - McKesson Corp. Sell 100.00% 274,575 2.76
☰ NWL - Newell Brands Inc. Sell 100.00% 1,300,000 2.14
☰ TKR - Timken Co. Sell 100.00% 420,000 1.91
☰ CW - Curtiss-Wright Corp. Sell 100.00% 400,000 1.60
☰ JAH - Jarden Corp Sell 100.00% 400,000 1.56
☰ SWK - Stanley Black & Decker Inc. Sell 100.00% 210,000 1.43
Q3 2011
☰ 1440117D - Ashland Inc New Add 36.36% 800,000 4.89
☰ NWL - Newell Brands Inc. Add 30.00% 300,000 0.49
☰ OIL - Owens Ill Inc Add 25.98% 1,650,000 3.45
☰ JAH - Jarden Corp Add 8.11% 30,000 0.12
☰ RTN - Raytheon Co Add 6.67% 200,000 1.13
☰ CCK - Crown Holdings Add 5.88% 40,000 0.17
☰ FLS - Flowserve Corp. Buy 1,212,756 12.42
☰ MCK - McKesson Corp. Buy 274,575 2.76
☰ CW - Curtiss-Wright Corp. Buy 400,000 1.60
☰ CZN - Crane Co Buy 284,655 1.41
☰ SOA - Solutia Inc Buy 750,000 1.33
☰ TKR - Timken Co. Reduce 6.67% 30,000 0.17
☰ TRW - Trw Automotive Hldgs Corp Reduce 27.08% 65,000 0.43
☰ NLC - Nalco Holding Company Reduce 32.00% 1,600,000 5.00
☰ SWK - Stanley Black & Decker Inc. Reduce 40.00% 140,000 1.13
☰ OSK - Oshkosh Corp. Sell 100.00% 4,200,000 13.66
☰ MAT - Mattel Inc. Sell 100.00% 700,000 2.16
☰ AVT - Avnet Inc. Sell 100.00% 510,000 1.83
☰ TEL - TE Connectivity plc Sell 100.00% 365,000 1.51
☰ CIR - Circor Intl Inc Sell 100.00% 175,000 0.84
Q2 2011
☰ NLC - Nalco Holding Company Add 747.46% 4,410,000 13.79
☰ JAH - Jarden Corp Add 465.96% 304,624 1.19
☰ SWK - Stanley Black & Decker Inc. Add 105.88% 180,000 1.46
☰ AVT - Avnet Inc. Add 104.00% 260,000 0.93
☰ OSK - Oshkosh Corp. Add 82.61% 1,900,000 6.18
☰ MAT - Mattel Inc. Add 75.00% 300,000 0.93
☰ CCK - Crown Holdings Add 70.00% 280,000 1.22
☰ TRW - Trw Automotive Hldgs Corp Add 60.00% 90,000 0.60
☰ NWL - Newell Brands Inc. Add 51.07% 338,059 0.60
☰ RTN - Raytheon Co Add 15.38% 400,000 2.24
☰ OIL - Owens Ill Inc Add 4.10% 250,000 0.73
☰ 1440117D - Ashland Inc New Buy 2,200,000 15.98
☰ TKR - Timken Co. Buy 450,000 2.55
☰ TEL - TE Connectivity plc Buy 365,000 1.51
☰ CIR - Circor Intl Inc Buy 175,000 0.84
☰ FMC - FMC Corp. Sell 100.00% 1,323,000 16.93
☰ 502390Q - Itt Corp New Sell 100.00% 775,000 7.01
☰ LYB - LyondellBasell Industries Sell 100.00% 250,000 1.49
☰ BGC - General Cable Corp Del New Sell 100.00% 150,000 0.98
☰ GRA - Grace W R & Co Del New Sell 100.00% 117,000 0.67
Q1 2011
☰ OSK - Oshkosh Corp. Add 15.00% 300,000 1.60
☰ RTN - Raytheon Co Add 13.04% 300,000 2.30
☰ OIL - Owens Ill Inc Add 0.83% 50,000 0.23
☰ NLC - Nalco Holding Company Buy 590,000 2.43
☰ NWL - Newell Brands Inc. Buy 661,941 1.91
☰ MAT - Mattel Inc. Buy 400,000 1.50
☰ AVT - Avnet Inc. Buy 250,000 1.28
☰ BGC - General Cable Corp Del New Buy 150,000 0.98
☰ GRA - Grace W R & Co Del New Buy 117,000 0.67
☰ JAH - Jarden Corp Buy 65,376 0.35
☰ FMC - FMC Corp. Reduce 1.27% 17,000 0.17
☰ CCK - Crown Holdings Reduce 11.11% 50,000 0.20
☰ SWK - Stanley Black & Decker Inc. Reduce 15.00% 30,000 0.24
☰ LYB - LyondellBasell Industries Reduce 28.57% 100,000 0.42
☰ TRW - Trw Automotive Hldgs Corp Reduce 57.14% 200,000 1.28
☰ 502390Q - Itt Corp New Reduce 73.28% 2,125,000 13.46
☰ XRX - Xerox Holdings Corp. Sell 100.00% 8,500,000 11.90
☰ SOA - Solutia Inc Sell 100.00% 750,000 2.10
☰ LZ - Lubrizol Corp. Sell 100.00% 125,000 1.62
☰ PY9 - Polyone Corp Sell 100.00% 790,000 1.20
☰ SHLM - Schulman A Inc Sell 100.00% 191,454 0.53
Q4 2010
☰ RTN - Raytheon Co Add 489.74% 1,910,000 10.76
☰ 502390Q - Itt Corp New Add 26.09% 600,000 3.80
☰ OIL - Owens Ill Inc Add 2.54% 150,000 0.56
☰ OSK - Oshkosh Corp. Buy 2,000,000 8.57
☰ TRW - Trw Automotive Hldgs Corp Buy 350,000 2.24
☰ SWK - Stanley Black & Decker Inc. Buy 200,000 1.63
☰ LZ - Lubrizol Corp. Buy 125,000 1.62
☰ LYB - LyondellBasell Industries Buy 350,000 1.46
☰ PY9 - Polyone Corp Buy 790,000 1.20
☰ SHLM - Schulman A Inc Buy 191,454 0.53
☰ CCK - Crown Holdings Reduce 10.00% 50,000 0.22
☰ FMC - FMC Corp. Reduce 16.25% 260,000 2.72
☰ XRX - Xerox Holdings Corp. Reduce 34.62% 4,500,000 7.11
☰ SOA - Solutia Inc Reduce 34.78% 400,000 0.98
☰ TMO - Thermo Fisher Scientific Sell 100.00% 370,000 2.71
☰ HAR - Harman Intl Inds Inc Sell 100.00% 455,000 2.32
☰ MCK - McKesson Corp. Sell 100.00% 220,000 2.08
☰ DLM - Del Monte Foods Co Sell 100.00% 879,695 1.76
☰ 1440117D - Ashland Inc New Sell 100.00% 200,000 1.49
☰ KMT - Kennametal Inc. Sell 100.00% 300,000 1.42
☰ FLIR - Flir Sys Inc Sell 100.00% 330,000 1.30
☰ C7M - China Sec & Surve Tech Inc Sell 100.00% 225,000 0.19
Q3 2010
☰ 502390Q - Itt Corp New Add 557.14% 1,950,000 13.95
☰ OIL - Owens Ill Inc Add 13.46% 700,000 3.00
☰ RTN - Raytheon Co Buy 390,000 2.72
☰ TMO - Thermo Fisher Scientific Buy 370,000 2.71
☰ HAR - Harman Intl Inds Inc Buy 455,000 2.32
☰ MCK - McKesson Corp. Buy 220,000 2.08
☰ DLM - Del Monte Foods Co Buy 879,695 1.76
☰ 1440117D - Ashland Inc New Buy 200,000 1.49
☰ KMT - Kennametal Inc. Buy 300,000 1.42
☰ FLIR - Flir Sys Inc Buy 330,000 1.30
☰ FMC - FMC Corp. Reduce 20.00% 400,000 3.24
☰ XRX - Xerox Holdings Corp. Reduce 23.53% 4,000,000 4.54
☰ SOA - Solutia Inc Reduce 32.35% 550,000 1.02
☰ CCK - Crown Holdings Reduce 41.18% 350,000 1.24
☰ C7M - China Sec & Surve Tech Inc Reduce 52.63% 250,000 0.16
☰ BUCY - Bucyrus Intl Inc New Sell 100.00% 2,100,000 14.05
☰ FIS - Fidelity National Information Services, Inc. Sell 100.00% 3,000,000 11.35
☰ DGX - Quest Diagnostics Sell 100.00% 275,000 1.93
☰ JOY - Joy Global Inc Sell 100.00% 250,000 1.77
☰ TRW - Trw Automotive Hldgs Corp Sell 100.00% 450,200 1.75
☰ NWL - Newell Brands Inc. Sell 100.00% 775,000 1.60
☰ SMG - Scotts Miracle-Gro Co. Sell 100.00% 250,000 1.57
☰ FISV - Fiserv Inc. Sell 100.00% 190,000 1.22
☰ FOE - Ferro Corp Sell 100.00% 700,000 0.73
☰ RKT - Rocket Companies Inc. Sell 100.00% 60,000 0.42
☰ KT - KT Corp. Sell 100.00% 27,000 0.07
Q2 2010
☰ CCK - Crown Holdings Add 21.43% 150,000 0.53
☰ XRX - Xerox Holdings Corp. Add 21.43% 2,999,998 3.40
☰ C7M - China Sec & Surve Tech Inc Add 18.75% 75,000 0.05
☰ OIL - Owens Ill Inc Add 14.29% 650,000 2.43
☰ BUCY - Bucyrus Intl Inc New Buy 2,100,000 14.05
☰ FIS - Fidelity National Information Services, Inc. Buy 3,000,000 11.35
☰ SOA - Solutia Inc Buy 1,700,000 3.14
☰ DGX - Quest Diagnostics Buy 275,000 1.93
☰ JOY - Joy Global Inc Buy 250,000 1.77
☰ TRW - Trw Automotive Hldgs Corp Buy 450,200 1.75
☰ FISV - Fiserv Inc. Buy 190,000 1.22
☰ FOE - Ferro Corp Buy 700,000 0.73
☰ KT - KT Corp. Buy 27,000 0.07
☰ 502390Q - Itt Corp New Reduce 6.67% 25,000 0.21
☰ SMG - Scotts Miracle-Gro Co. Reduce 37.50% 150,000 1.10
☰ NWL - Newell Brands Inc. Reduce 41.29% 545,000 1.31
☰ RKT - Rocket Companies Inc. Reduce 72.73% 160,000 1.15
☰ DLM - Del Monte Foods Co Sell 100.00% 6,000,000 13.85
☰ DRC - Dresser-Rand Group Inc Sell 100.00% 400,000 1.99
☰ BGC - General Cable Corp Del New Sell 100.00% 300,000 1.28
☰ GME - Gamestop Corp New Sell 100.00% 350,000 1.21
☰ HRB - H&R Block Inc. Sell 100.00% 300,000 0.84
☰ HOGS - Zhongpin Inc Sell 100.00% 60,000 0.12
☰ HRBN - Harbin Electric Inc Sell 100.00% 25,400 0.09
Q1 2010
☰ C7M - China Sec & Surve Tech Inc Add 166.67% 250,000 0.31
☰ DRC - Dresser-Rand Group Inc Add 100.00% 200,000 1.00
☰ CCK - Crown Holdings Add 55.56% 250,000 1.06
☰ SMG - Scotts Miracle-Gro Co. Add 33.33% 100,000 0.73
☰ OIL - Owens Ill Inc Add 13.75% 550,000 3.09
☰ XRX - Xerox Holdings Corp. Buy 14,000,002 21.58
☰ 502390Q - Itt Corp New Buy 375,000 3.18
☰ NWL - Newell Brands Inc. Buy 1,320,000 3.17
☰ RKT - Rocket Companies Inc. Buy 220,000 1.58
☰ BGC - General Cable Corp Del New Buy 300,000 1.28
☰ GME - Gamestop Corp New Buy 350,000 1.21
☰ HRB - H&R Block Inc. Buy 300,000 0.84
☰ HOGS - Zhongpin Inc Buy 60,000 0.12
☰ HRBN - Harbin Electric Inc Buy 25,400 0.09
☰ DLM - Del Monte Foods Co Reduce 9.09% 600,000 0.96
☰ 8277831Q - Affiliated Computer Services Sell 100.00% 2,600,000 21.87
☰ SJM - J.M. Smucker Co Sell 100.00% 1,700,000 14.80
☰ 1440117D - Ashland Inc New Sell 100.00% 1,700,000 9.49
☰ RTN - Raytheon Co Sell 100.00% 270,000 1.96
☰ CACI - Caci Intl Inc Sell 100.00% 200,000 1.38
☰ MANT - Mantech Intl Corp Sell 100.00% 200,000 1.36
Q4 2009
☰ 1440117D - Ashland Inc New Add 400.00% 1,360,000 7.59
☰ CACI - Caci Intl Inc Add 100.00% 100,000 0.69
☰ OIL - Owens Ill Inc Add 42.86% 1,200,000 5.56
☰ DLM - Del Monte Foods Co Add 21.10% 1,150,000 1.84
☰ FMC - FMC Corp. Add 11.11% 200,000 1.57
☰ RTN - Raytheon Co Buy 270,000 1.96
☰ SMG - Scotts Miracle-Gro Co. Buy 300,000 1.66
☰ MANT - Mantech Intl Corp Buy 200,000 1.36
☰ DRC - Dresser-Rand Group Inc Buy 200,000 0.89
☰ C7M - China Sec & Surve Tech Inc Buy 150,000 0.16
☰ 8277831Q - Affiliated Computer Services Reduce 5.45% 150,000 1.10
☰ CCK - Crown Holdings Reduce 10.00% 50,000 0.18
☰ SJM - J.M. Smucker Co Reduce 19.05% 400,000 2.87
☰ PCP - Precision Castparts Corp Sell 100.00% 1,209,287 16.68
☰ SLE - Sara Lee Corp Sell 100.00% 1,000,000 1.51
☰ GME - Gamestop Corp New Sell 100.00% 400,000 1.43
☰ MDR - Mcdermott Intl Inc Sell 100.00% 400,000 1.37
☰ SEE - Sealed Air Corp Sell 100.00% 500,000 1.33
☰ HRS - Harris Corp Del Sell 100.00% 200,000 1.02
☰ CSC - Computer Sciences Corp Sell 100.00% 100,000 0.71
Q3 2009
☰ FMC - FMC Corp. Add 650.00% 1,560,000 11.88
☰ CCK - Crown Holdings Add 8.70% 40,000 0.15
☰ 8277831Q - Affiliated Computer Services Buy 2,750,000 20.17
☰ PCP - Precision Castparts Corp Buy 1,209,287 16.68
☰ 1440117D - Ashland Inc New Buy 340,000 1.99
☰ SLE - Sara Lee Corp Buy 1,000,000 1.51
☰ GME - Gamestop Corp New Buy 400,000 1.43
☰ MDR - Mcdermott Intl Inc Buy 400,000 1.37
☰ CSC - Computer Sciences Corp Buy 100,000 0.71
☰ CACI - Caci Intl Inc Buy 100,000 0.64
☰ OIL - Owens Ill Inc Reduce 12.50% 400,000 2.50
☰ DLM - Del Monte Foods Co Reduce 19.26% 1,300,000 2.72
☰ SJM - J.M. Smucker Co Reduce 25.00% 700,000 7.59
☰ HRS - Harris Corp Del Reduce 42.86% 150,000 0.95
☰ TMO - Thermo Fisher Scientific Sell 100.00% 2,300,000 20.88
☰ MANT - Mantech Intl Corp Sell 100.00% 265,378 2.54
☰ CXW* - Corrections Corp Amer New Sell 100.00% 470,000 1.78
☰ HUN - Huntsman Corp. Sell 100.00% 1,000,000 1.12
Q2 2009
☰ OIL - Owens Ill Inc Add 220.00% 2,200,000 13.72
☰ SJM - J.M. Smucker Co Add 27.27% 600,000 6.50
☰ MANT - Mantech Intl Corp Buy 265,378 2.54
☰ FMC - FMC Corp. Buy 240,000 2.53
☰ CCK - Crown Holdings Buy 460,000 2.47
☰ HRS - Harris Corp Del Buy 350,000 2.21
☰ SEE - Sealed Air Corp Buy 500,000 2.05
☰ CXW* - Corrections Corp Amer New Buy 470,000 1.78
☰ HUN - Huntsman Corp. Buy 1,000,000 1.12
☰ TMO - Thermo Fisher Scientific Reduce 6.56% 161,518 1.06
☰ DLM - Del Monte Foods Co Reduce 10.00% 750,000 1.01
☰ GR - Goodrich Corp Sell 100.00% 2,600,000 18.20
☰ PCP - Precision Castparts Corp Sell 100.00% 1,450,000 16.05
☰ JOY - Joy Global Inc Sell 100.00% 3,620,000 14.25
☰ 502390Q - Itt Corp New Sell 100.00% 320,000 2.27
☰ TDW - Tidewater Inc. Sell 100.00% 300,000 2.06
☰ NSC - Norfolk Southern Corp. Sell 100.00% 250,000 1.56
☰ KEX - Kirby Corp. Sell 100.00% 300,000 1.48
Q1 2009
☰ TMO - Thermo Fisher Scientific Add 1,130.76% 2,261,518 14.90
☰ SJM - J.M. Smucker Co Add 780.00% 1,950,000 13.43
☰ OIL - Owens Ill Inc Add 300.00% 750,000 2.00
☰ KEX - Kirby Corp. Add 100.00% 150,000 0.74
☰ 502390Q - Itt Corp New Add 48.91% 105,100 0.75
☰ TDW - Tidewater Inc. Buy 300,000 2.06
☰ NSC - Norfolk Southern Corp. Buy 250,000 1.56
☰ DLM - Del Monte Foods Co Reduce 7.41% 600,000 0.68
☰ JOY - Joy Global Inc Reduce 29.02% 1,480,000 5.38
☰ GR - Goodrich Corp Reduce 31.69% 1,206,000 7.09
☰ PCP - Precision Castparts Corp Reduce 35.56% 800,000 7.55
☰ RRD - Donnelley R R & Sons Co Sell 100.00% 6,200,000 13.36
☰ FLS - Flowserve Corp. Sell 100.00% 457,500 3.74
☰ CSX - CSX Corp. Sell 100.00% 300,000 1.55
☰ RVTY - Perkinelmer Inc Sell 100.00% 690,000 1.52
☰ BCO - Brink's Co. Sell 100.00% 350,600 1.50
☰ PA5 - Pall Corp Sell 100.00% 200,000 0.90
Q4 2008
☰ JOY - Joy Global Inc Add 626.60% 4,398,097 15.98
☰ FLS - Flowserve Corp. Buy 457,500 3.74
☰ SJM - J.M. Smucker Co Buy 250,000 1.72
☰ 502390Q - Itt Corp New Buy 214,900 1.57
☰ CSX - CSX Corp. Buy 300,000 1.55
☰ RVTY - Perkinelmer Inc Buy 690,000 1.52
☰ BCO - Brink's Co. Buy 350,600 1.50
☰ TMO - Thermo Fisher Scientific Buy 200,000 1.08
☰ PA5 - Pall Corp Buy 200,000 0.90
☰ KEX - Kirby Corp. Buy 150,000 0.65
☰ DLM - Del Monte Foods Co Reduce 26.05% 2,852,828 1.55
☰ PCP - Precision Castparts Corp Reduce 37.50% 1,350,000 7.40
☰ GR - Goodrich Corp Reduce 42.37% 2,798,700 8.09
☰ RRD - Donnelley R R & Sons Co Reduce 48.76% 5,900,000 10.06
☰ OIL - Owens Ill Inc Reduce 77.27% 850,000 1.74
☰ ETN - Eaton Corp. Sell 100.00% 4,300,000 16.79
☰ TDW - Tidewater Inc. Sell 100.00% 700,000 2.69
☰ TEX - Terex Corp. Sell 100.00% 1,100,000 2.33
☰ CZN - Crane Co Sell 100.00% 870,788 1.80
☰ OII - Oceaneering International Inc Sell 100.00% 400,000 1.48
☰ OIS - Oil States International Inc. Sell 100.00% 600,000 1.47
☰ KMT - Kennametal Inc. Sell 100.00% 700,000 1.32
☰ HAYN - Haynes Intl Inc New Sell 100.00% 393,000 1.28
☰ TKR - Timken Co. Sell 100.00% 500,000 0.99
Q3 2008
☰ OIL - Owens-Illinois Inc Add 358.33% 860,000 1.76
☰ KMT - Kennametal Inc. Add 37.42% 190,600 0.36
☰ CZN - Crane Co Add 28.43% 192,788 0.40
☰ TDW - Tidewater Inc. Add 27.27% 150,000 0.58
☰ HAYN - Haynes Intl Inc New Add 22.81% 73,000 0.24
☰ ETN - Eaton Corp. Add 19.44% 700,000 2.73
☰ GR - Goodrich Corporation Add 6.53% 404,700 1.17
☰ PCP - Precision Castparts Corp Add 6.24% 211,564 1.16
☰ RRD - R R Donnelley & Sons Co Add 4.55% 526,135 0.90
☰ TEX - Terex Corp. Buy 1,100,000 2.33
☰ JOY - Joy Global Inc Buy 701,903 2.20
☰ OII - Oceaneering International Inc Buy 400,000 1.48
☰ OIS - Oil States International Inc. Buy 600,000 1.47
☰ TKR - Timken Co. Reduce 13.00% 74,722 0.16
☰ TRN - Trinity Industries Sell 100.00% 620,000 1.42
☰ PPG - PPG Industries Sell 100.00% 175,000 0.66
☰ OSK - Oshkosh Corp. Sell 100.00% 428,900 0.59
Q2 2008
☰ GR - Goodrich Corp Add 76.42% 2,685,631 8.42
☰ HAYN - Haynes International Inc Add 45.72% 100,400 0.38
☰ PCP - Precision Castparts Corp Add 41.41% 992,236 6.31
☰ ETN - Eaton Corp. Add 13.28% 422,150 2.37
☰ TDW - Tidewater Inc. Buy 550,000 2.36
☰ CZN - Crane Co Buy 678,000 1.73
☰ OIL - Owens Ill Inc Buy 240,000 0.66
☰ PPG - PPG Industries Buy 175,000 0.66
☰ RRD - Donnelley Rr & Sons Co Reduce 3.63% 435,479 0.73
☰ DLM - Del Monte Foods Co Reduce 23.60% 3,382,912 1.77
☰ KMT - Kennametal Inc. Reduce 47.83% 466,950 0.76
☰ OSK - Oshkosh Corp. Reduce 50.08% 430,350 0.86
☰ TKR - Timken Co. Reduce 60.85% 893,428 1.46
☰ TRN - Trinity Industries Reduce 66.55% 1,233,751 1.80
☰ SI6 - Smith Intl Inc Sell 100.00% 2,749,350 9.70
☰ JOY - Joy Global Inc Sell 100.00% 2,316,090 8.29
☰ OIS - Oil States International Inc. Sell 100.00% 1,025,200 2.52
☰ 502390Q - Itt Corp New Sell 100.00% 634,650 1.81
☰ DOV - Dover Corp. Sell 100.00% 781,100 1.79
☰ TEX - Terex Corp. Sell 100.00% 244,950 0.84
Q1 2008
☰ ETN - Eaton Corp. Add 23.00% 594,250 2.60
☰ SI6 - Smith Intl Inc Add 7.07% 181,650 0.64
☰ RRD - Donnelley Rr & Sons Co Buy 12,009,344 20.00
☰ PCP - Precision Castparts Corp Buy 2,396,200 13.44
☰ 502390Q - Itt Corp New Buy 634,650 1.81
☰ KMT - Kennametal Inc. Buy 976,350 1.58
☰ HAYN - Haynes International Inc Buy 219,600 0.66
☰ GR - Goodrich Corp Reduce 1.00% 35,631 0.17
☰ OSK - Oshkosh Corp. Reduce 2.36% 20,750 0.06
☰ DLM - Del Monte Foods Co Reduce 6.97% 1,074,260 0.67
☰ TKR - Timken Co. Reduce 7.08% 111,850 0.24
☰ TRN - Trinity Industries Reduce 11.52% 241,249 0.44
☰ DOV - Dover Corp. Reduce 21.89% 218,900 0.67
☰ OIS - Oil States International Inc. Reduce 35.11% 554,800 1.25
☰ TEX - Terex Corp. Reduce 54.64% 295,050 1.28
☰ JOY - Joy Global Inc Reduce 57.58% 3,144,247 13.68
☰ NSC - Norfolk Southern Corp. Sell 100.00% 600,000 2.00
Q4 2007
☰ DOV - Dover Corp. Add 122.22% 550,000 1.68
☰ NSC - Norfolk Southern Corp. Add 50.00% 200,000 0.67
☰ OIS - Oil States International Inc. Add 43.77% 481,000 1.08
☰ ETN - Eaton Corp. Add 43.53% 783,600 5.02
☰ TRN - Trinity Industries Add 42.25% 622,200 1.14
☰ OSK - Oshkosh Corp. Add 31.34% 210,000 0.66
☰ TKR - Timken Co. Add 26.40% 330,000 0.72
☰ DLM - Del Monte Foods Co Add 4.44% 655,000 0.41
☰ TEX - Terex Corp. Buy 540,000 2.34
☰ JOY - Joy Global Inc Reduce 7.54% 445,380 1.25
☰ SI6 - Smith Intl Inc Reduce 9.75% 277,300 1.09
☰ GR - Goodrich Corp Reduce 13.41% 550,000 2.07
☰ RRD - Donnelley R R & Sons Co Sell 100.00% 10,367,800 20.88
☰ CTAS - Cintas Corp. Sell 100.00% 1,330,000 2.72
☰ 1504558D - Gardner Denver Inc Sell 100.00% 400,000 0.86
☰ KELYA - Kelly Svcs Inc Sell 100.00% 750,000 0.82
Q3 2007
☰ TRN - Trinity Industries Add 96.37% 722,800 1.50
☰ TKR - Timken Co. Add 78.57% 550,000 1.13
☰ KELYA - Kelly Svcs Inc Add 63.80% 292,128 0.32
☰ DOV - Dover Corp. Add 50.00% 150,000 0.42
☰ RRD - Donnelley R R & Sons Co Add 15.20% 1,367,800 2.75
☰ CTAS - Cintas Corp. Add 10.83% 130,010 0.27
☰ OIS - Oil States International Inc. Add 9.90% 99,000 0.26
☰ JOY - Joy Global Inc Add 7.97% 435,717 1.22
☰ DLM - Del Monte Foods Co Add 7.70% 1,055,000 0.61
☰ NSC - Norfolk Southern Corp. Buy 400,000 1.14
☰ ETN - Eaton Corp. Reduce 2.70% 50,000 0.27
☰ KMT - Kennametal Inc. Sell 100.00% 240,000 1.15
Q2 2007
☰ OIS - Oil States International Inc. Add 122.22% 550,000 1.33
☰ DLM - Del Monte Foods Co Add 1.48% 200,000 0.14
☰ CTAS - Cintas Corp. Buy 1,199,990 2.76
☰ DOV - Dover Corp. Buy 300,000 0.90
☰ KELYA - Kelly Svcs Inc Buy 457,872 0.73
☰ GR - Goodrich Corp Reduce 0.95% 39,400 0.12
☰ SI6 - Smith Intl Inc Reduce 3.40% 100,000 0.28
☰ JOY - Joy Global Inc Reduce 7.29% 430,000 1.08
☰ OSK - Oshkosh Corp. Reduce 10.67% 80,000 0.25
☰ RRD - Donnelley R R & Sons Co Reduce 18.21% 2,003,500 4.31
☰ ETN - Eaton Corp. Reduce 36.21% 1,050,000 5.16
☰ TRN - Trinity Industries Reduce 40.00% 500,000 1.23
☰ KMT - Kennametal Inc. Reduce 57.63% 326,400 1.30
☰ TEX - Terex Corp. Sell 100.00% 400,000 1.69
☰ CZN - Crane Co Sell 100.00% 650,000 1.54
☰ OIL - Owens Ill Inc Sell 100.00% 1,000,000 1.51
☰ FMH - Fmc Technologies Inc Sell 100.00% 255,300 1.05
☰ LDSH - Ladish Inc Sell 100.00% 400,000 0.88
Q1 2007
☰ JOY - Joy Global Inc Add 69.54% 2,420,000 6.10
☰ CZN - Crane Co Add 12.07% 70,000 0.17
☰ GR - Goodrich Corp Add 2.97% 119,400 0.36
☰ DLM - Del Monte Foods Co Add 1.11% 148,200 0.10
☰ SI6 - Smith Intl Inc Buy 2,945,000 8.32
☰ TEX - Terex Corp. Buy 400,000 1.69
☰ TKR - Timken Co. Buy 700,000 1.25
☰ FMH - Fmc Technologies Inc Buy 255,300 1.05
☰ OIS - Oil States International Inc. Buy 450,000 0.85
☰ 1504558D - Gardner Denver Inc Buy 400,000 0.82
☰ RRD - Donnelley Rr & Sons Co Reduce 2.69% 304,300 0.64
☰ OSK - Oshkosh Corp. Reduce 8.54% 70,000 0.20
☰ TRN - Trinity Industries Reduce 8.76% 120,000 0.25
☰ ETN - Eaton Corp. Reduce 10.31% 333,400 1.48
☰ LDSH - Ladish Inc Reduce 12.01% 54,607 0.12
☰ KMT - Kennametal Inc. Reduce 30.04% 243,200 0.85
☰ OIL - Owens Ill Inc Reduce 44.44% 800,000 0.87
☰ SON - Sonoco Prods Co Sell 100.00% 4,347,800 9.78
☰ BDK - Black & Decker Corp Sell 100.00% 1,054,300 4.98
☰ INGR - Ingredion Inc. Sell 100.00% 800,000 1.85
☰ CVS - CVS Health Corp. Sell 100.00% 994,500 1.82
☰ FL - Foot Locker Inc Sell 100.00% 921,400 1.19
☰ USG - U S G Corp Sell 100.00% 181,700 0.59
Q4 2006
☰ JOY - Joy Global Inc Add 718.82% 3,055,000 8.73
☰ GR - Goodrich Corp Add 18.58% 629,800 1.70
☰ RRD - Donnelley R R & Sons Co Buy 11,307,800 23.75
☰ TRN - Trinity Industries Buy 1,370,000 2.85
☰ OSK - Oshkosh Corp. Buy 820,000 2.35
☰ INGR - Ingredion Inc. Buy 800,000 1.85
☰ CVS - CVS Health Corp. Buy 994,500 1.82
☰ CZN - Crane Co Buy 580,000 1.26
☰ FL - Foot Locker Inc Buy 921,400 1.19
☰ LDSH - Ladish Inc Buy 454,607 1.00
☰ USG - U S G Corp Buy 181,700 0.59
☰ DLM - Del Monte Foods Co Reduce 3.74% 518,200 0.39
☰ KMT - Kennametal Inc. Reduce 8.33% 73,600 0.30
☰ SON - Sonoco Prods Co Reduce 29.48% 1,817,200 4.37
☰ ETN - Eaton Corp. Reduce 32.41% 1,550,400 7.64
☰ OIL - Owens Ill Inc Reduce 47.83% 1,650,000 1.82
☰ BDK - Black & Decker Corp Reduce 75.44% 3,238,600 18.38
☰ NYT - New York Times CL A Sell 100.00% 2,200,000 3.62
☰ PH - Parker-Hannifin Sell 100.00% 500,000 2.78
☰ CCK - Crown Holdings Sell 100.00% 900,000 1.20
☰ PPG - PPG Industries Sell 100.00% 186,100 0.89
Q3 2006
☰ GR - Goodrich Corp Add 276.69% 2,490,200 7.22
☰ CCK - Crown Holdings Add 9.80% 80,300 0.11
☰ OIL - Owens Ill Inc Add 6.15% 200,000 0.22
☰ PH - Parker-Hannifin Add 5.78% 27,300 0.15
☰ BDK - Black & Decker Corp Add 5.22% 212,900 1.21
☰ KMT - Kennametal Inc. Add 4.68% 39,500 0.16
☰ DLM - Del Monte Foods Co Add 0.51% 70,000 0.05
☰ JOY - Joy Global Inc Buy 425,000 1.14
☰ ETN - Eaton Corp. Reduce 1.58% 76,900 0.32
☰ SON - Sonoco Prod Co Reduce 4.79% 310,000 0.54
☰ NYT - New York Times CL A Reduce 12.00% 300,000 0.40
☰ PPG - PPG Industries Reduce 76.14% 593,900 2.15
☰ RRD - Donnelley Rr & Sons Co Sell 100.00% 11,320,100 19.78
☰ WHR - Whirlpool Corp. Sell 100.00% 300,100 1.36
☰ BC - Brunswick Corp. Sell 100.00% 721,500 1.31
☰ INGR - Ingredion Inc. Sell 100.00% 500,000 1.17
☰ TEX - Terex Corp. Sell 100.00% 200,000 1.08
Q2 2006
☰ INGR - Ingredion Inc. Add 66.67% 200,000 0.47
☰ GR - Goodrich Corp Add 50.00% 300,000 0.66
☰ NYT - New York Times CL A Add 20.20% 420,100 0.56
☰ SON - Sonoco Prods Co Add 7.63% 459,000 0.79
☰ OIL - Owens Ill Inc Add 4.84% 150,000 0.14
☰ RRD - Donnelley Rr & Sons Co Add 2.44% 270,100 0.47
☰ BDK - Black & Decker Corp Add 1.75% 70,000 0.32
☰ WHR - Whirlpool Corp. Buy 300,100 1.36
☰ BC - Brunswick Corp. Buy 721,500 1.31
☰ TEX - Terex Corp. Buy 200,000 1.08
☰ CCK - Crown Holdings Buy 819,700 0.70
☰ KMT - Kennametal Inc. Reduce 3.71% 32,500 0.11
☰ PH - Parker-Hannifin Reduce 5.46% 27,300 0.12
☰ ETN - Eaton Corp. Reduce 6.80% 354,400 1.42
☰ SPXC* - Spx Corp C Sell 100.00% 697,900 2.04
☰ TOL - Toll Brothers Sell 100.00% 700,000 1.33
☰ LECO - Lincoln Elec Hldgs Inc C Sell 100.00% 303,545 0.90
Q1 2006
☰ NYT - New York Times CL A Add 11.23% 210,000 0.29
☰ RRD - Donnelley Rr & Sons Co C Add 9.30% 940,000 1.69
☰ OIL - Owens Ill Inc C Add 5.69% 166,900 0.16
☰ TOL - Toll Brothers Buy 700,000 1.33
☰ INGR - Ingredion Inc. Buy 300,000 0.69
☰ BDK - Black & Decker Corp C Reduce 0.80% 32,200 0.15
☰ DLM - Del Monte Foods Co C Reduce 1.92% 270,000 0.15
☰ SON - Sonoco Prods Co C Reduce 2.02% 124,000 0.20
☰ ETN - Eaton Corp. Reduce 10.98% 643,400 2.31
☰ KMT - Kennametal Inc. Reduce 13.34% 134,900 0.37
☰ PH - Parker-Hannifin Reduce 23.08% 150,000 0.53
☰ LECO - Lincoln Elec Hldgs Inc C Reduce 57.07% 403,455 0.86
☰ SPXC* - Spx Corp C Reduce 77.08% 2,346,700 5.75
☰ TRB - Tribune Co New C Sell 100.00% 220,600 0.36
Q4 2005
☰ RRD - Donnelley Rr & Sons Co C Add 4.23% 410,000 0.75
☰ SON - Sonoco Prods Co C Add 2.85% 170,000 0.27
☰ PH - Parker-Hannifin Add 1.56% 10,000 0.04
☰ KMT - Kennametal Inc. Add 1.11% 11,100 0.03
☰ DLM - Del Monte Foods Co C Add 0.36% 50,000 0.03
☰ PPG - PPG Industries Buy 780,000 2.42
☰ GR - Goodrich Corp C Buy 600,000 1.32
☰ ETN - Eaton Corp. Reduce 4.43% 271,500 0.85
☰ BDK - Black & Decker Corp C Reduce 5.92% 254,400 1.11
☰ LECO - Lincoln Elec Hldgs Inc C Reduce 8.30% 64,000 0.13
☰ OIL - Owens Ill Inc C Reduce 18.53% 666,900 0.68
☰ NYT - New York Times CL A Reduce 20.22% 473,950 0.69
☰ SPXC* - Spx Corp C Reduce 37.46% 1,823,800 4.17
☰ TRB - Tribune Co New C Reduce 75.49% 679,400 1.14
☰ NWL - Newell Brands Inc. Sell 100.00% 750,000 0.92
Q3 2005
☰ KMT - Kennametal Inc. Add 138.10% 580,000 1.58
☰ OIL - Owens Ill Inc Com Add 60.00% 1,350,000 1.37
☰ NYT - New York Times CL A Add 32.42% 573,850 0.83
☰ SON - Sonoco Prods Co C Add 20.52% 1,016,300 1.53
☰ BDK - Black & Decker Corp C Add 13.86% 523,000 2.28
☰ ETN - Eaton Corp. Add 6.15% 355,000 1.11
☰ LECO - Lincoln Elec Hldgs Inc C Add 2.91% 21,800 0.05
☰ RRD - Donnelley Rr & Sons Co C Add 2.76% 260,300 0.48
☰ PH - Parker-Hannifin Buy 640,000 2.13
☰ TRB - Tribune Co New C Buy 900,000 1.51
☰ DLM - Del Monte Foods Co C Reduce 8.19% 1,250,900 0.75
☰ SPXC* - Spx Corp C Reduce 15.82% 914,600 2.34
☰ NWL - Newell Brands Inc. Reduce 46.43% 650,000 0.86
☰ NUE - Nucor Corp. Sell 100.00% 475,000 1.21
☰ TFX - Teleflex Sell 100.00% 182,500 0.60
Q2 2005
☰ LECO - Lincoln Electric Co. Holders Inc Add 2,803.88% 723,400 1.33
☰ ETN - Eaton Corp. Add 63.83% 2,250,000 7.51
☰ NYT - New York Times CL A Add 60.91% 670,000 1.16
☰ OIL - Owens Illinois Inc Add 24.66% 445,100 0.62
☰ RRD - RR Donnelley & Sons Co Add 19.49% 1,539,700 2.96
☰ BDK - Black & Decker Corp Add 4.10% 148,600 0.74
☰ SON - Sonoco Products Co Add 2.30% 111,500 0.16
☰ SPXC* - SPX Corp Add 1.98% 112,100 0.29
☰ DLM - Del Monte Foods Co Add 0.13% 20,000 0.01
☰ NUE - Nucor Corp. Buy 475,000 1.21
☰ KMT - Kennametal Inc. Buy 420,000 1.07
☰ TFX - Teleflex Reduce 3.23% 6,100 0.02
☰ CQB - Chiquita Brands International Inc Sell 100.00% 540,000 0.99
Q1 2005
☰ ETN - Eaton Corp. Add 93.68% 1,705,000 7.65
☰ BDK - Black & Decker Corp Add 16.48% 513,000 2.78
☰ RRD - RR Donnelley & Sons Co. Add 14.40% 994,200 2.16
☰ SON - Sonoco Products Add 6.62% 300,500 0.59
☰ DLM - Del Monte Add 0.39% 60,000 0.04
☰ NYT - New York Times CL A Buy 1,100,000 2.76
☰ LECO - Lincoln Electric Co. Holders Inc. Buy 25,800 0.05
☰ SPXC* - SPX Corp. Reduce 0.67% 38,100 0.11
☰ OIL - Owens Illinois Inc. Reduce 19.70% 442,700 0.74
☰ TFX - Teleflex Reduce 52.85% 211,400 0.81
☰ CQB - Chiquita Brands International Inc Reduce 70.00% 1,260,000 2.04
☰ TDW - Tidewater Inc. Sell 100.00% 457,000 1.20
☰ OMX - Officemax Inc. Sell 100.00% 500,000 1.16
Q4 2004
☰ RRD - RR Donnelley & Sons Co. Add 5.18% 340,400 0.88
☰ SPXC* - SPX Corp. Add 4.52% 247,100 0.73
☰ DLM - Del Monte Add 4.25% 619,600 0.50
☰ SON - Sonoco Products Add 2.83% 125,000 0.27
☰ ETN - Eaton Corp. Buy 1,820,000 9.70
☰ NWL - Newell Brands Inc. Buy 1,400,000 2.49
☰ OMX - Officemax Inc. Buy 500,000 1.16
☰ BDK - Black & Decker Corp Reduce 7.74% 261,100 1.76
☰ CQB - Chiquita Brands International Inc Reduce 11.15% 225,900 0.34
☰ OIL - Owens Illinois Inc. Reduce 35.92% 1,259,700 1.75
☰ TFX - Teleflex Reduce 36.79% 232,800 0.86
☰ TDW - Tidewater Inc. Reduce 50.01% 457,200 1.30
☰ BCC - Boise Cascade Company Sell 100.00% 1,520,000 4.40
☰ 3080867Q - Maytag Corp Sell 100.00% 750,000 1.20
☰ RBK - Reebok International Ltd Sell 100.00% 216,200 0.69
Q3 2004
☰ TFX - Teleflex Add 143.10% 372,500 1.38
☰ BCC - Boise Cascade Company Add 52.00% 520,000 1.51
☰ SPXC* - SPX Corp. Add 44.19% 1,673,800 5.15
☰ RRD - RR Donnelley & Sons Co. Add 14.18% 815,400 2.22
☰ SON - Sonoco Products Add 11.82% 466,700 1.07
☰ OIL - Owens Illinois Inc. Add 8.01% 260,000 0.36
☰ CQB - Chiquita Brands International Inc Add 0.75% 15,000 0.02
☰ DLM - Del Monte Buy 14,571,300 13.29
☰ 3080867Q - Maytag Corp Buy 750,000 1.20
☰ RBK - Reebok International Ltd Buy 216,200 0.69
☰ BDK - Black & Decker Corp Reduce 3.44% 120,000 0.81
☰ TDW - Tidewater Inc. Reduce 16.16% 176,200 0.57
☰ PCP - Precision Castparts Corp. Sell 100.00% 915,000 5.43
☰ NVRI - Harsco Corp. Sell 100.00% 186,200 0.95
Q2 2004
☰ CQB - Chiquita Brands International Inc Add 170.85% 1,268,450 2.88
☰ TDW - Tidewater Inc. Add 142.31% 640,400 2.07
☰ OIL - Owens Illinois Inc. Add 39.18% 914,100 1.66
☰ RRD - RR Donnelley & Sons Co. Add 10.71% 556,200 1.99
☰ SON - Sonoco Products Add 6.42% 238,400 0.66
☰ BCC - Boise Cascade Company Add 5.26% 50,000 0.20
☰ SPXC* - SPX Corp. Add 1.61% 60,000 0.30
☰ TFX - Teleflex Buy 260,300 1.42
☰ BDK - Black & Decker Corp Reduce 1.72% 61,200 0.44
☰ PCP - Precision Castparts Corp. Reduce 40.43% 621,100 3.42
☰ NVRI - Harsco Corp. Reduce 54.74% 225,200 1.28
Q1 2004
☰ BCC - Boise Cascade Company Add 72.73% 400,000 1.73
☰ RRD - RR Donnelley & Sons Co. Add 39.07% 1,459,000 5.52
☰ SPXC* - SPX Corp. Add 6.75% 235,600 1.34
☰ BDK - Black & Decker Corp Add 2.89% 100,000 0.71
☰ SON - Sonoco Products Add 1.37% 50,000 0.15
☰ TDW - Tidewater Inc. Reduce 33.33% 225,000 0.76
☰ PCP - Precision Castparts Corp. Reduce 43.32% 1,173,900 6.02
☰ CQB - Chiquita Brands International Inc Reduce 61.41% 1,181,300 3.00
☰ NVRI - Harsco Corp. Reduce 76.09% 1,308,900 6.47
Q4 2003
☰ BDK - Black & Decker Corp Add 20.73% 593,200 3.30
☰ SON - Sonoco Products Add 12.83% 416,300 1.16
☰ RRD - Donnelley RR & Sons Co. Buy 3,734,800 12.71
☰ OIL - Owens Illinois Inc. Buy 2,333,200 3.13
☰ TDW - Tidewater Inc. Buy 675,000 2.28
☰ BCC - Boise Cascade Company Buy 550,000 2.04
☰ SPXC* - SPX Corp. Reduce 1.03% 36,400 0.29
☰ CQB - Chiquita Brands International Inc Reduce 3.06% 60,700 0.19
☰ NVRI - Harsco Corp. Reduce 9.38% 178,100 1.20
☰ PCP - Precision Castparts Corp. Reduce 18.62% 620,000 3.80
Q3 2003
☰ BDK - Black & Decker Corp Add 53.73% 1,000,000 7.09
☰ SON - Sonoco Products Add 10.56% 310,000 1.19
☰ NVRI - Harsco Corp. Add 0.64% 12,000 0.08
☰ CQB - Chiquita Brands International Inc Buy 1,984,450 6.14
☰ SPXC* - SPX Corp. Reduce 2.62% 95,000 0.78
☰ PCP - Precision Castparts Corp. Reduce 8.64% 314,800 1.83
☰ GR - Goodrich Corporation Sell 100.00% 1,977,100 7.78
Q2 2003
☰ BDK - Black & Decker Corp Add 11.18% 187,200 1.52
☰ SON - Sonoco Products Add 5.09% 142,300 0.64
☰ SPXC* - SPX Corp. Buy 3,623,900 29.91
☰ GR - Goodrich Corporation Buy 1,977,100 7.78
☰ NVRI - Harsco Corp. Reduce 37.97% 1,154,700 11.05
☰ TXT - Textron Inc. Sell 100.00% 810,000 6.98
Q1 2003
☰ NVRI - Harsco Corp. Add 142.97% 1,789,450 17.12
☰ SON - Sonoco Products Add 66.27% 1,113,200 7.31
☰ PCP - Precision Castparts Corp. Add 1.42% 51,000 0.38
☰ BDK - Black & Decker Corp Buy 1,673,900 18.31
☰ TXT - Textron Inc. Buy 810,000 6.98
☰ 735429Q - Dole Food Co. Inc. Sell 100.00% 3,277,500 29.29
☰ GR - Goodrich Corporation Sell 100.00% 2,837,400 23.50
☰ FLS - Flowserve Corp. Sell 100.00% 1,116,400 5.17
Q4 2002
☰ SON - Sonoco Products Add 52.21% 576,200 3.63
☰ PCP - Precision Castparts Corp. Add 42.82% 1,077,400 7.17
☰ GR - Goodrich Corporation Buy 2,837,400 23.50
☰ FLS - Flowserve Corp. Buy 1,116,400 5.17
☰ 735429Q - Dole Food Co. Inc. Reduce 2.38% 80,000 0.81
☰ NVRI - Harsco Corp. Reduce 57.03% 1,661,250 15.79
☰ KMT - Kennametal Inc. Sell 100.00% 505,600 5.68
☰ CQB - Chiquita Brands International Inc Sell 100.00% 975,000 5.27
Q3 2002
☰ PCP - Precision Castparts Corp. Add 110.74% 1,322,300 10.02
☰ 735429Q - Dole Food Co. Inc. Add 29.56% 766,100 7.77
☰ NVRI - Harsco Corp. Add 19.90% 483,500 4.60
☰ CQB - Chiquita Brands International Inc Add 16.99% 141,600 0.77
☰ SON - Sonoco Products Co. Buy 1,103,600 8.22
☰ KMT - Kennametal Inc. Buy 505,600 5.68
☰ HAL - Halliburton Co. Sell 100.00% 705,000 4.66
☰ OIL - Owens Illinois Inc. Sell 100.00% 696,400 3.97
Q2 2002
☰ 735429Q - Dole Food Co. Inc. Add 29.00% 582,500 6.97
☰ NVRI - Harsco Corp. Add 0.21% 5,000 0.08
☰ CQB - Chiquita Brands International Inc Buy 833,400 6.19
☰ HAL - Halliburton Co. Buy 705,000 4.66
☰ OIL - Owens Illinois Inc. Reduce 3.28% 23,600 0.16
☰ PCP - Precision Castparts Corp. Reduce 25.56% 410,100 5.74
☰ KMT - Kennametal Inc. Sell 100.00% 665,200 10.63
Q1 2002
☰ 735429Q - Dole Food Co. Inc. Add 94.02% 973,500 11.92
☰ PCP - Precision Castparts Corp. Add 27.13% 342,300 4.79
☰ NVRI - Harsco Corp. Add 10.46% 229,600 3.55
☰ OIL - Owens Illinois Inc. Buy 720,000 4.84
☰ KMT - Kennametal Inc. Reduce 5.52% 38,900 0.84
☰ ALEX - Alexander & Baldwin Inc. Sell 100.00% 722,700 10.35
Q4 2001
☰ PCP - Precision Castparts Corp. Add 39.53% 357,500 5.42
☰ ALEX - Alexander & Baldwin Inc. Add 19.55% 118,200 1.69
☰ NVRI - Harsco Corp. Add 18.51% 342,800 6.31
☰ KMT - Kennametal Inc. Add 7.51% 49,200 1.06
☰ 735429Q - Dole Food Co. Inc Buy 1,035,400 14.91
☰ FLS - Flowserve Corp. Sell 100.00% 190,500 3.41
Q3 2001
☰ NVRI - Harsco Corp. Add 26.45% 387,400 9.75
☰ FLS - Flowserve Corp. Add 19.06% 30,500 0.55
☰ ALEX - Alexander & Baldwin Add 3.97% 23,100 0.49
☰ PCP - Precision Castparts Buy 904,400 18.20
☰ KMT - Kennametal Inc. Reduce 44.26% 520,000 17.92
☰ BALL - Ball Corp. Sell 100.00% 75,100 3.34
☰ TEX - Terex Corp. Sell 100.00% 25,500 0.51
Q2 2001
☰ ALEX - Alexander & Baldwin Inc. Add 20.05% 97,100 2.33
☰ NVRI - Harsco Corp. Add 19.49% 238,900 6.05
☰ FLS - Flowserve Corp. Buy 160,000 4.59
☰ TEX - Terex Corp. Buy 25,500 0.51
☰ KMT - Kennametal Inc. Reduce 8.07% 103,200 2.58
☰ BALL - Ball Corp. Reduce 78.71% 277,700 11.56
☰ HAR - Harman Int'l Industries Inc Sell 100.00% 720,500 16.74
Q1 2001
☰ HAR - Harman Int'l Industries Inc Add 50.20% 240,800 5.59
☰ NVRI - Harsco Corp. Add 27.64% 265,400 5.90
☰ ALEX - Alexander & Baldwin Inc. Add 23.93% 93,500 1.81
☰ KMT - Kennametal Inc. Add 12.82% 145,200 3.62
☰ BALL - Ball Corp. Reduce 32.39% 169,000 6.84
☰ FLS - Flowserve Corp. Sell 100.00% 250,000 4.69
Q4 2000
☰ KMT - Kennametal Inc. Buy 1,132,900 28.98
☰ BALL - Ball Corp. Buy 521,800 21.11
☰ NVRI - Harsco Corp. Buy 960,300 20.82
☰ HAR - Harman Int'l Inds. Buy 479,700 15.38
☰ ALEX - Inc./De Alexander & Baldwin Inc. Buy 390,800 9.01
☰ FLS - Flowserve Corp. Buy 250,000 4.69
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