Q1 2019 Holdings
Filed 2019-05-15 | 26 holdings | $728.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Tempur Sealy Intl Inc(SGI) | COM | 88023U101 | $136.5K | 2,366,869 | 18.7% |
| PG&E Corp(PCG) | COM | 69331C108 | $120.1K | 6,749,417 | 16.5% |
| American Renal Associates HO(ARAUSD) | COM | 029227105 | $108.2K | 17,615,836 | 14.8% |
| Genco Shipping & Trading LTD(GNK) | SHS | Y2685T131 | $78.2K | 10,486,622 | 10.7% |
| Seadrill LTD(SDRL) | COM | G7998G106 | $65.4K | 7,867,926 | 9.0% |
| Focus Finl Partners Inc(2JE) | COM CL A | 34417P100 | $63.2K | 1,772,435 | 8.7% |
| Ensco Jersey FIN LTD | NOTE 3.000% 1/3 | 29359WAB1 | $48.0K | $62,264,000 | 6.6% |
| Rowan Companies PLC | SHS CL A | G7665A101 | $33.3K | 3,084,947 | 4.6% |
| Brixmor Ppty Group Inc(BRX) | COM | 11120U105 | $18.3K | 998,392 | 2.5% |
| Vistra Energy Corp(VST) | COM | 92840M102 | $14.4K | 552,500 | 2.0% |
| Intelsat S A | COM | L5140P101 | $13.4K | 857,800 | 1.8% |
| Atlantica Yield PLC(ALDA) | SHS | G0751N103 | $13.3K | 682,419 | 1.8% |
| Genworth Finl Inc(GNW)Put | COM CL A | 37247D106 | $9.8K | 2,565,400 | 1.3% |
| Uniti Group Inc | COM | 91325V108 | $6.4K | 571,027 | 0.9% |