Q2 2019 Holdings
Filed 2019-08-14 | 20 holdings | $814.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| PG&E Corp(PCG) | COM | 69331C108 | $220.6K | 9,624,417 | 27.1% |
| Tempur Sealy Intl Inc(SGI) | COM | 88023U101 | $132.5K | 1,806,163 | 16.3% |
| American Renal Associates HO(ARAUSD) | COM | 029227105 | $131.1K | 17,615,836 | 16.1% |
| Hilton Grand Vacations Inc(HGV) | COM | 43283X105 | $130.5K | 4,100,000 | 16.0% |
| Genco Shipping & Trading LTD(GNK) | SHS | Y2685T131 | $88.5K | 10,486,622 | 10.9% |
| Ensco Jersey FIN LTD | NOTE 3.000% 1/3 | 29359WAB1 | $32.9K | $42,264,000 | 4.0% |
| Seadrill LTD(SDRL) | COM | G7998G106 | $28.0K | 6,741,075 | 3.4% |
| Focus Finl Partners Inc(2JE) | COM CL A | 34417P100 | $24.6K | 901,835 | 3.0% |
| Intelsat S A | COM | L5140P101 | $16.7K | 857,800 | 2.0% |
| Genworth Finl Inc(GNW)Put | COM CL A | 37247D106 | $9.5K | 2,565,400 | 1.2% |