Q1 2019 Holdings
Filed 2019-05-10 | 10 holdings | $98.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| R1 RCM Inc | COMMON | 749397105 | $25.5K | 2,633,314 | 25.9% |
| Papa Johns Int'l Inc(PZZA) | COMMON | 698813102 | $10.3K | 195,000 | 10.5% |
| Tivo Corp | COMMON | 88870P106 | $10.2K | 1,098,486 | 10.4% |
| Nielson Holdings PLC | COMMON | G6518L108 | $9.7K | 409,500 | 9.8% |
| EW Scripps Co.(SSP) | COMMON | 811054402 | $9.2K | 439,454 | 9.4% |
| Genworth Financial Inc.(GNW) | COMMON | 37247D106 | $8.4K | 2,189,931 | 8.5% |
| Bunge Limited(BG) | COMMON | G16962105 | $8.1K | 153,500 | 8.3% |
| Tegna Inc(TGNA) | COMMON | 87901J105 | $6.2K | 440,000 | 6.3% |
| Uniti Group Inc | COMMON | 91325V108 | $6.0K | 535,422 | 6.1% |
| Bristol Myers Sqibb Co(BMY) | COMMON | 110122108 | $4.8K | 100,000 | 4.8% |