Q3 2020 Holdings
Filed 2020-11-16 | 10 holdings | $155.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| IAC Interactivecorp New | COM | 44891N109 | $60.4K | 504,240 | 38.8% |
| Spectrum Brands Hldgs Inc NE(SPB) | COM | 84790A105 | $34.0K | 594,570 | 21.8% |
| Fiesta Restaurant Group Inc | COM | 31660B101 | $23.5K | 2,505,292 | 15.1% |
| API Group Corp(APG) | COM STK | 00187Y100 | $7.5K | 530,000 | 4.8% |
| Sciplay Corp(2XY) | CL A | 809087109 | $7.4K | 458,100 | 4.8% |
| Zagg Inc | COM | 98884U108 | $6.4K | 2,278,332 | 4.1% |
| Carriage Svcs Inc(CSV) | COM | 143905107 | $5.5K | 247,500 | 3.5% |
| Brinks Co(BCO) | COM | 109696104 | $4.7K | 115,000 | 3.0% |
| Liberty Media Corp del(LSXMKUSD) | COM C SIRIUSXM | 531229607 | $4.5K | 135,000 | 2.9% |
| XPO Logistics Inc(XPO) | COM | 983793100 | $1.8K | 21,000 | 1.1% |