Fondren Management LP

data from 30/09/2020

Capitalization

$ 16.934 M -34.54 %

Average holding period

6 ans

Performance

$ -35.443 M -15.76 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Fondren Management LP

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2020/09/30 BH BIGLARI HLDGS INC 23.24% 3.936 M $ 44221 2018/06/30 1.350 M $ 29.04 %
2020/09/30 EGY VAALCO ENERGY INC 14.59% 2.471 M $ 2471000 2016/12/31 -593.040 K $ -19.36 %
2020/09/30 SPRT SUPPORT COM INC 13.84% 2.343 M $ 1301874 2017/03/31 507.730 K $ 27.65 %
2020/09/30 LSAK NET 1 UEPS TECHNOLOGIES INC 12.84% 2.174 M $ 645000 2019/03/31 103.950 K $ 10.85 %
2020/09/30 SYNC SYNACOR INC 10.82% 1.832 M $ 1213447 2019/09/30 672.600 K $ 33.63 %
2020/09/30 OPNT OPIANT PHARMACEUTICALS INC 6.05% 1.025 M $ 137000 2019/03/31 -289.694 K $ -17.16 %
2020/09/30 MEDLEY CAP CORP 5.27% 892.000 K $ 50000 2020/09/30 0.000 $ 0.00 %
2020/09/30 BBX CAP CORP NEW 3.17% 536.000 K $ 40000 2020/09/30 0.000 $ 0.00 %
2020/09/30 CWK CRAWFORD & CO 1.48% 251.000 K $ 38900 2019/09/30 -115.976 K $ -27.75 %
2020/09/30 HWCC HOUSTON WIRE & CABLE CO 1.48% 250.000 K $ 100000 2019/09/30 12.600 K $ 5.94 %
2020/09/30 PTMN PORTMAN RIDGE FIN CORP 1.41% 238.000 K $ 179100 2019/12/31 41.193 K $ 20.91 %
2020/09/30 CRD-A CRAWFORD & CO 1.37% 232.000 K $ 35500 2016/12/31 -57.604 K $ -17.09 %
2020/09/30 TGL.TO TRANSGLOBE ENERGY CORP 1.20% 204.000 K $ 535500 2019/03/31 -376.216 K $ -43.19 %
2020/09/30 SYNL SYNALLOY CORP 1.19% 202.000 K $ 36556 2020/06/30 -88.200 K $ -26.17 %
2020/09/30 RMCF ROCKY MTN CHOCOLATE FACTORY 1.03% 175.000 K $ 65462 2018/12/31 -113.981 K $ -36.89 %
2020/09/30 USAP UNIVERSAL STAINLESS & ALLOY 1.02% 173.000 K $ 31523 2019/06/30 -125.488 K $ -36.16 %
2020/09/30 BBX CAP CORP NEW 0.00% 0.000 $ 0 2017/09/30 0.000 $ 0.00 %
2020/09/30 HCHC HC2 HLDGS INC 0.00% 0.000 $ 0 2020/06/30 0.000 $ 0.00 %
2020/09/30 IMMR IMMERSION CORP 0.00% 0.000 $ 0 2019/03/31 0.000 $ 0.00 %
2020/09/30 CSLT CASTLIGHT HEALTH INC 0.00% 0.000 $ 0 2020/06/30 0.000 $ 0.00 %
2020/09/30 MEDLEY CAP CORP 0.00% 0.000 $ 0 2018/09/30 0.000 $ 0.00 %
2020/09/30 ALOT ASTRONOVA INC 0.00% 0.000 $ 0 2020/06/30 0.000 $ 0.00 %
2020/09/30 HQI HIREQUEST INC 0.00% 0.000 $ 0 2019/09/30 0.000 $ 0.00 %
2020/09/30 HHS HARTE-HANKS INC 0.00% 0.000 $ 0 2018/03/31 0.000 $ 0.00 %
2020/09/30 LUB LUBYS INC 0.00% 0.000 $ 0 2019/06/30 0.000 $ 0.00 %
2020/09/30 BH-A BIGLARI HLDGS INC 0.00% 0.000 $ 0 2018/06/30 0.000 $ 0.00 %
2020/09/30 TTI TETRA TECHNOLOGIES INC DEL 0.00% 0.000 $ 0 2019/06/30 0.000 $ 0.00 %