Q2 2014 Holdings
Filed 2014-08-14 | 5 holdings | $1.3M | 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 | $698.6K | 16,419,438 | 54.8% |
| Tempur Sealy Intl Inc(SGI) | COM | 88023U101 | $359.7K | 6,025,000 | 28.2% |
| Grace W R & Co del New | COM | 38388F108 | $99.3K | 1,050,000 | 7.8% |
| Remy Intl Inc | COM | 759663107 | $65.4K | 2,801,264 | 5.1% |
| Boyd Gaming Corp(BYD) | COM | 103304101 | $51.1K | 4,214,050 | 4.0% |