Q4 2022 Holdings
Filed 2023-01-24 | 10 holdings | $92.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Onemain Hldgs Inc(OMF) | COM | 68268W103 | $47.0K | 1,410,000 | 50.9% |
| Hertz Global Hldgs Inc(HTZ) | COM NEW | 42806J700 | $15.0K | 975,000 | 16.3% |
| Hertz Global Hldgs Inc(HTZWW) | *W EXP 06/30/205 | 42806J148 | $13.1K | 849,111 | 14.2% |
| Boyd Gaming Corp(BYD) | COM | 103304101 | $4.3K | 79,000 | 4.7% |
| Energy Transfer L P(ET) | COM UT LTD PTN | 29273V100 | $4.2K | 355,000 | 4.6% |
| Academy Sports & Outdoors in(ASO) | COM | 00402L107 | $2.6K | 50,000 | 2.8% |
| Proshares TR(TTT) | ULSH 20YRTRE NEW | 74347G887 | $2.4K | 31,257 | 2.6% |
| Firstcash Holdings Inc(FCFS) | COM | 33768G107 | $1.8K | 20,555 | 1.9% |
| Home Bancshares Inc(HOMB) | COM | 436893200 | $1.3K | 55,000 | 1.4% |
| Medallion Finl Corp(MFIN) | COM | 583928106 | $564 | 79,007 | 0.6% |