Q2 2021 Holdings
Filed 2021-08-16 | 91 holdings | $125.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Spdr Gold TR(GLD)Call | GOLD SHS | 78463V107 | $258.4K | 1,560,000 | 0.2% |
| CNX RES Corp(CNX) | COM | 12653C108 | $1.1M | 80,000 | 0.9% |
| Builders Firstsource Inc(BLDR) | COM | 12008R107 | $2.0M | 45,900 | 1.6% |
| Albertsons COS Inc(ACI) | COMMON STOCK | 013091103 | $13.4M | 680,000 | 10.6% |
| Clear Channel Outdoor Hldgs(CCO) | COM | 18453H106 | $29.7M | 11,262,861 | 23.7% |
| Chesapeake Energy Corp(EXE) | COM | 165167735 | $78.0M | 1,502,282 | 62.1% |