Q2 2019 Holdings
Filed 2019-08-14 | 11 holdings | $561.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Scientific Games Corp(LNWO) | COM | 80874P109 | $178.3K | 8,996,461 | 31.8% |
| Liberty Latin America LTD(LILAK) | COM CL C | G9001E128 | $104.5K | 6,078,208 | 18.6% |
| Whiting Pete Corp New | COM NEW | 966387409 | $75.1K | 4,018,689 | 13.4% |
| Mbia Inc(MBI) | COM | 55262C100 | $61.4K | 6,597,755 | 10.9% |
| DHX Media LTD | COM VAR VTG | 252406152 | $56.0K | 38,347,950 | 10.0% |
| SRC Energy Inc | COM | 78470V108 | $28.5K | 5,750,395 | 5.1% |
| Hemisphere Media Group Inc | CL A | 42365Q103 | $26.4K | 2,046,955 | 4.7% |
| Motorcar PTS Amer Inc(MPAA) | COM | 620071100 | $21.0K | 982,946 | 3.7% |
| Superior Energy Svcs Inc | COM | 868157108 | $5.4K | 4,128,960 | 1.0% |
| Hornbeck Offshore Svcs Inc N | COM | 440543106 | $4.5K | 3,584,046 | 0.8% |
| Viking Therapeutics Inc(VKTX)Call | COM | 92686J106 | $366 | 44,000 | 0.1% |