Q4 2014 Holdings
Filed 2015-02-17 | 8 holdings | $234.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Walter Invt Mgmt Corp | COM | 93317W102 | $95.7K | 5,799,460 | 40.9% |
| Scientific Games Corp(LNWO)Call | CL A | 80874P109 | $63.7K | 5,000,000 | 27.2% |
| USA Truck Inc | COM | 902925106 | $39.8K | 1,400,000 | 17.0% |
| SBA Communications Corp | COM | 78388J106 | $29.3K | 264,474 | 12.5% |
| MFC Indl LTD | COM | 55278T105 | $3.5K | 487,941 | 1.5% |
| Sears Hometown & Outlet Stor | COM | 812362101 | $1.4K | 107,573 | 0.6% |
| Demand Media Inc | COM NEW | 24802N208 | $672 | 109,877 | 0.3% |