Q1 2025 Holdings
Filed 2025-05-15 | 4 holdings | $219.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Diebold Nixdorf Inc(DBD) | COM SHS | 253651202 | $88.7M | 2,027,680 | 40.5% |
| Caesars Entertainment Inc NE(CZR) | COM | 12769G100 | $60.5M | 2,419,684 | 27.6% |
| Devon Energy Corp New(DVN)Put | COM | 25179M103 | $37.4M | 1,000,000 | 17.1% |
| Surgery Partners Inc(SGRY) | COM | 86881A100 | $32.6M | 1,371,702 | 14.9% |