Q1 2016 Holdings
Filed 2016-05-16 | 9 holdings | $312.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Communications Sales & Leasing Inc | COM | 20341J104 | $93.6K | 4,275,000 | 29.9% |
| Onemain Holdings Inc.(OMF) | COM | 68268W103 | $60.0K | 2,275,000 | 19.2% |
| Citigroup Inc(C) | COM | 172967424 | $49.2K | 1,175,000 | 15.7% |
| Blackstone Group LP(BXUSD) | COM | 09253U108 | $39.1K | 1,400,000 | 12.5% |
| First Data Corp(FDC) | COM CL A | 32008D106 | $19.9K | 1,600,000 | 6.4% |
| KKR & Co Lp. | COM UNITS | 48248M102 | $18.1K | 1,250,000 | 5.8% |
| Phoenix Companies Inc | COM | 71902E604 | $17.4K | 470,392 | 5.6% |
| Bank of America | COM | 60505104 | $14.8K | 1,100,000 | 4.7% |
| Welltower Inc(WELL) | COM | 95040Q104 | $689 | 10,000 | 0.2% |