Q1 2023 Holdings
Filed 2023-04-05 | 8 holdings | $118.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Onemain Hldgs Inc(OMF) | COM | 68268W103 | $45.9K | 1,237,182 | 38.7% |
| MGM Resorts International(MGM) | COM | 552953101 | $39.2K | 883,303 | 33.1% |
| Hertz Global Hldgs Inc(HTZWW) | *W EXP 06/30/205 | 42806J148 | $20.0K | 1,229,300 | 16.9% |
| Hertz Global Hldgs Inc(HTZ) | COM NEW | 42806J700 | $7.4K | 455,000 | 6.3% |
| Energy Transfer L P(ET) | COM UT LTD PTN | 29273V100 | $4.4K | 355,000 | 3.7% |
| Home Bancshares Inc(HOMB) | COM | 436893200 | $1.2K | 55,000 | 1.0% |
| Firstcash Holdings Inc(FCFS) | COM | 33768G107 | $286 | 3,000 | 0.2% |
| Curo Group Holdings Corp(CUROEUR) | COM | 23131L107 | $107 | 61,897 | 0.1% |