Q1 2020 Holdings
Filed 2020-05-13 | 12 holdings | $10.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Gaming and Leisure Prop, Inc.(GLPI) | COM | 36467J108 | $1.4K | 50,000 | 13.9% |
| MGM Growth Properties LLC(MGP) | CL A COM | 55303A105 | $1.3K | 53,200 | 12.6% |
| Golden Entertainment, Inc.(GDEN) | COM | 381013101 | $1.1K | 171,656 | 11.4% |
| Eldorado Resorts Inc(ERIEUR)Call | COM | 28470R102 | $1.1K | 75,100 | 10.8% |
| Hersha Hospitality Trust(HTEUR) | COM | 427825500 | $1.0K | 283,106 | 10.2% |
| Monarch Casino & Resort Inc(MCRI) | COM | 609027107 | $938 | 33,431 | 9.4% |
| Ryman Hospitality Pptys Inc(RHP) | COM | 78377T107 | $896 | 25,000 | 9.0% |
| Vici Properties Inc(VICI) | COM | 925652109 | $832 | 50,000 | 8.3% |
| Full House Resorts Inc(FLL) | COM | 359678109 | $472 | 377,501 | 4.7% |
| RED Rock Resorts, Inc(RRR) | CL A COM | 75700L108 | $428 | 50,000 | 4.3% |
| Park Hotels & Resorts Inc.(PK) | COM | 700517105 | $277 | 35,000 | 2.8% |
| Diamondrock Hospitality Co(DRH) | COM | 252784301 | $254 | 50,000 | 2.5% |