Q4 2021 Holdings
Filed 2022-02-14 | 102 holdings | $194.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Builders Firstsource Inc(BLDR) | COM | 12008R107 | $29.1M | 340,000 | 15.0% |
| Caesars Entertainment Inc NE(CZR) | COM | 12769G100 | $63.1M | 674,202 | 32.4% |