Q3 2014 Holdings
Filed 2014-11-14 | 10 holdings | $250.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Walter Invt Mgmt Corp | COM | 93317W102 | $93.4K | 4,255,015 | 37.3% |
| Scientific Games Corp(LNWO)Call | CL A | 80874P109 | $53.9K | 5,000,000 | 21.5% |
| Sears Hldgs CorpCall | COM | 812350106 | $50.5K | 2,000,000 | 20.1% |
| USA Truck Inc | COM | 902925106 | $24.5K | 1,400,000 | 9.8% |
| Swift Energy Co | COM | 870738101 | $21.0K | 2,192,313 | 8.4% |
| Scientific Games Corp(LNWO) | CL A | 80874P109 | $2.4K | 225,136 | 1.0% |
| MFC Indl LTD | COM | 55278T105 | $2.2K | 302,374 | 0.9% |
| Sears Hometown & Outlet Stor | COM | 812362101 | $1.6K | 100,000 | 0.6% |
| Demand Media Inc | COM NEW | 24802N208 | $1.1K | 120,279 | 0.4% |