Q4 2019 Holdings
Filed 2020-02-14 | 11 holdings | $8.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Armstrong Flooring Inc(AFIIQ) | COM | 04238R106 | $4.5M | 1,059,200 | 52.5% |
| DXC Technology Co(DXC) | COM | 23355L106 | $3.9M | 105,000 | 45.8% |
| IAC Interactivecorp(IACIEUR) | COM | 44919P508 | $56.3K | 226,000 | 0.7% |
| Zagg Inc | COM | 98884U108 | $16.7K | 2,062,818 | 0.2% |
| Spectrum Brands Hldgs Inc NE(SPB) | COM | 84790A105 | $14.5K | 225,000 | 0.2% |
| Sciplay Corp(2XY) | CL A | 809087109 | $13.9K | 1,127,653 | 0.2% |
| Fiesta Restaurant Group Inc | COM | 31660B101 | $12.8K | 1,292,075 | 0.1% |
| NCR Corp New(VYX) | COM | 62886E108 | $9.4K | 266,500 | 0.1% |
| G-III Apparel Group LTD(GIII) | COM | 36237H101 | $8.0K | 240,000 | 0.1% |
| Carriage Svcs Inc(CSV) | COM | 143905107 | $7.2K | 280,500 | 0.1% |
| News Corp New(NWSA) | CL A | 65249B109 | $3.5K | 250,000 | 0.0% |