Q4 2018 Holdings
Filed 2019-02-14 | 12 holdings | $608.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Scientific Games Corp(LNWO) | COM | 80874P109 | $159.8K | 8,938,929 | 26.3% |
| Whiting Pete Corp New | COM NEW | 966387409 | $98.4K | 4,335,737 | 16.2% |
| Liberty Latin America LTD(LILAK) | COM CL C | G9001E128 | $81.2K | 5,570,908 | 13.3% |
| Mbia Inc(MBI) | COM | 55262C100 | $67.5K | 7,566,322 | 11.1% |
| DHX Media LTD | COM VAR VTG | 252406152 | $64.0K | 38,347,950 | 10.5% |
| Shutterfly Inc(SFLY) | COM | 82568P304 | $30.7K | 761,535 | 5.0% |
| SRC Energy Inc | COM | 78470V108 | $25.0K | 5,309,739 | 4.1% |
| Hemisphere Media Group Inc | CL A | 42365Q103 | $24.9K | 2,046,955 | 4.1% |
| Tronox LTD | SHS CL A | Q9235V101 | $21.4K | 2,746,488 | 3.5% |
| Motorcar PTS Amer Inc(MPAA) | COM | 620071100 | $15.5K | 929,015 | 2.5% |
| Superior Energy Svcs Inc | COM | 868157108 | $15.3K | 4,565,300 | 2.5% |
| Hornbeck Offshore Svcs Inc N | COM | 440543106 | $5.2K | 3,584,046 | 0.8% |