Q1 2015 Holdings
Filed 2015-05-14 | 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 | $794.9K | 16,419,438 | 59.2% |
| Tempur Sealy Intl Inc(SGI) | COM | 88023U101 | $350.8K | 6,075,000 | 26.1% |
| Grace W R & Co del New | COM | 38388F108 | $74.2K | 750,000 | 5.5% |
| Remy Intl Inc New | COM | 75971M108 | $62.2K | 2,801,264 | 4.6% |
| Boyd Gaming Corp(BYD) | COM | 103304101 | $59.8K | 4,214,050 | 4.5% |