Q2 2014 Holdings
Filed 2014-08-14 | 12 holdings | $773.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Spdr S&P 500 ETF TR(SPY)Put | TR UNIT | 78462F103 | $215.3K | 1,100,000 | 27.8% |
| Block H & R Inc(HRB) | COM | 093671105 | $96.8K | 2,887,300 | 12.5% |
| Nexstar Broadcasting Group I(NXST) | CL A | 65336K103 | $78.4K | 1,518,968 | 10.1% |
| PHH Corp | COM NEW | 693320202 | $74.7K | 3,250,692 | 9.7% |
| Pinnacle Entmt Inc | COM | 723456109 | $63.4K | 2,519,356 | 8.2% |
| Lamar Advertising Co | CL A | 512815101 | $55.5K | 1,046,667 | 7.2% |
| Jarden Corp | COM | 471109108 | $53.8K | 906,579 | 7.0% |
| Live Nation Entertainment in(LYV) | COM | 538034109 | $47.2K | 1,910,348 | 6.1% |
| LA Quinta Hldgs Inc | COM | 50420D108 | $41.4K | 2,163,230 | 5.4% |
| IAC Interactivecorp(IACIEUR) | COM PAR $.001 | 44919P508 | $23.3K | 336,448 | 3.0% |
| Semgroup Corp | CL A | 81663A105 | $14.8K | 187,164 | 1.9% |
| PHH CorpCall | COM NEW | 693320202 | $9.2K | 400,000 | 1.2% |