NC  NACCO Industries

TW  Taylor Wimpey

CYRE3  Cyrela Realty (short)

GMCR  Green Mountain Coffee Roasters

AIT – Applied Industrial Technologies

5951:TYO  Dainichi

7299:TYO  Fuji Oozx

IBAL  International Baler


GPIC – Gaming Partners International

AMLJ – AML Communications Inc.

SPA – Sparton Corp.

CRV – Coastal Distribution Systems

IPT – iParty Corp

JCTCF – Jewlett-Cameron Trading Company Ltd.

APT – Alpha Pro Tech Ltd.

VII – Vicon Industries

SIF – SIFCO Industries

VIFL – Food Technology, Inc.

DIT – AMCON Distributing, Inc.

TPCS – Techprecision Corp

APNC – Access Plans Inc

ITI – Iteris Inc.

ADVC – Advant-e Corp

NOOF – New Frontier Media

SVT – Servotronics Inc


SPAN – Span-America Medical Systems

ACU – Acme United Corp

Special Situations / Work-Outs

TNFG – Terra Nova (liquidation)

JAXB/ATBC – Jacksonville Bancorp & Atlantic BancGroup (merger arbitrage)

REMC – REMEC, Inc. (liquidation)

AHOM – American HomePatient, Inc. (going private)

EMMS – Emmis Communications (going private)

NEXC – NexCen Brands, Inc. (liquidation)

PINN – Pinnacle Gas Resources (going private)

FCEC/TOBC – First Chester County Corp & Tower Bankcorp (merger arbitrage)

FIS – Fidelity National Information Services, Inc (tender offer)

VR – Validus Holdings (tender offer)

UBET/CHDN – Churchill Downs & (merger arbitrage)

PBCI/BCBP – Pamrapo Bancorp & BCB Bancorp (merger arbitrage)


See the archived model portfolio for a record of past performance.