Q4 2013 Holdings
Filed 2014-02-14 | 5 holdings | $1.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| SIX Flags Entmt Corp New(SIXEUR) | COM | 83001A102 | $940.6K | 25,545,396 | 62.6% |
| Tempur Sealy Intl Inc(SGI) | COM | 88023U101 | $318.0K | 5,893,996 | 21.2% |
| Grace W R & Co del New | COM | 38388F108 | $126.1K | 1,275,000 | 8.4% |
| Remy Intl Inc | COM | 759663107 | $68.9K | 2,955,770 | 4.6% |
| Boyd Gaming Corp(BYD) | COM | 103304101 | $47.9K | 4,250,000 | 3.2% |