Q1 2019 Holdings
Filed 2019-05-15 | 14 holdings | $692.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Scientific Games Corp(LNWO) | COM | 80874P109 | $179.4K | 8,786,461 | 25.9% |
| Liberty Latin America LTD(LILAK) | COM CL C | G9001E128 | $118.7K | 6,104,208 | 17.1% |
| Whiting Pete Corp New | COM NEW | 966387409 | $100.1K | 3,828,689 | 14.4% |
| Mbia Inc(MBI) | COM | 55262C100 | $71.1K | 7,468,713 | 10.3% |
| DHX Media LTD | COM VAR VTG | 252406152 | $58.7K | 38,347,950 | 8.5% |
| SRC Energy Inc | COM | 78470V108 | $34.5K | 6,742,439 | 5.0% |
| Hemisphere Media Group Inc | CL A | 42365Q103 | $28.9K | 2,046,955 | 4.2% |
| Tronox Holdings PLC(TROX) | SHS | G9087Q102 | $26.7K | 2,031,478 | 3.9% |
| Motorcar PTS Amer Inc(MPAA) | COM | 620071100 | $26.6K | 1,410,515 | 3.8% |
| Shutterfly Inc(SFLY) | COM | 82568P304 | $23.9K | 588,068 | 3.4% |
| Superior Energy Svcs Inc | COM | 868157108 | $19.3K | 4,126,910 | 2.8% |
| Hornbeck Offshore Svcs Inc N | COM | 440543106 | $4.4K | 3,584,046 | 0.6% |
| Viking Therapeutics Inc(VKTX)Call | COM | 92686J106 | $516 | 52,000 | 0.1% |