Q2 2015 Holdings
Filed 2015-08-14 | 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 | $736.4K | 16,419,438 | 56.0% |
| Tempur Sealy Intl Inc(SGI) | COM | 88023U101 | $400.3K | 6,075,000 | 30.4% |
| Boyd Gaming Corp(BYD) | COM | 103304101 | $63.0K | 4,214,050 | 4.8% |
| Remy Intl Inc New | COM | 75971M108 | $61.9K | 2,801,264 | 4.7% |
| Grace W R & Co del New | COM | 38388F108 | $53.3K | 531,110 | 4.1% |