Q3 2018 Holdings
Filed 2018-11-14 | 38 holdings | $1.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| American Renal Associates HO(ARAUSD) | COM | 029227105 | $381.4K | 17,615,836 | 24.6% |
| Vistra Energy Corp(VST) | COM | 92840M102 | $246.1K | 9,891,044 | 15.8% |
| Seadrill LTD(SDRL) | COM | G7998G106 | $197.2K | 7,956,039 | 12.7% |
| Skyline Champion Corporation(SKY) | COM | 830830105 | $188.6K | 6,600,571 | 12.1% |
| Genco Shipping & Trading LTD(GNK) | SHS | Y2685T131 | $146.8K | 10,486,622 | 9.5% |
| Focus Finl Partners Inc(2JE) | COM CL A | 34417P100 | $113.0K | 2,380,952 | 7.3% |
| Rowan Companies PLC | SHS CL A | G7665A101 | $78.3K | 4,160,000 | 5.0% |
| Atlantica Yield PLC(ALDA) | SHS | G0751N103 | $66.9K | 3,251,454 | 4.3% |
| Wmih Corp | COM | 92936P100 | $38.3K | 27,576,874 | 2.5% |
| Brixmor Ppty Group Inc(BRX) | COM | 11120U105 | $35.6K | 2,031,392 | 2.3% |
| Transocean LTD(RIG)Put | REG SHS | H8817H100 | $27.9K | 2,000,000 | 1.8% |
| Midstates Pete Co Inc | COM PAR | 59804T407 | $12.1K | 1,352,462 | 0.8% |
| OI S A | SPONSORED ADR NE | 670851500 | $11.2K | 4,085,520 | 0.7% |
| Genworth Finl Inc(GNW)Put | COM CL A | 37247D106 | $3.4K | 813,000 | 0.2% |
| Hornbeck Offshore Svcs Inc N | COM | 440543106 | $2.2K | 366,984 | 0.1% |
| Diebold Nxdf Inc(DBDEUR) | COM | 253651103 | $2.0K | 450,000 | 0.1% |
| Irsa Inversiones Y REP S A(IRSUSD) | GLOBL DEP RCPT | 450047204 | $1.7K | 100,600 | 0.1% |
| Intelsat S A | COM | L5140P101 | $714 | 23,800 | 0.0% |