Q2 2019 Holdings
Filed 2019-08-14 | 61 holdings | $46.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Celgene Corp(CELG) | COM | 151020104 | $79.0K | 854,500 | 0.2% |
| Vereit Inc | COM | 92339V100 | $83.8K | 9,301,777 | 0.2% |
| PG&E Corp(PCG) | COM | 69331C108 | $306.2K | 13,361,302 | 0.7% |
| Altaba Inc(AABAUSD) | COM | 021346101 | $353.8K | 5,100,072 | 0.8% |
| Clear Channel Outdoor Hldgs(CCO) | COM | 18453H106 | $1.5M | 321,006 | 3.3% |
| Ally Finl Inc(ALLY) | COM | 02005N100 | $3.1M | 100,000 | 6.7% |
| Brighthouse Finl Inc(BHF) | COM | 10922N103 | $3.7M | 100,000 | 8.0% |
| Avantor Inc(AVTR) | COM | 05352A100 | $4.3M | 225,000 | 9.3% |
| Centene Corp del(CNC) | COM | 15135B101 | $5.2M | 100,000 | 11.4% |
| Bausch Health COS Inc(BHC) | COM | 071734107 | $12.6M | 500,000 | 27.4% |
| American Axle & MFG Hldgs in(DCH) | COM | 024061103 | $14.2M | 1,114,132 | 30.9% |