Q4 2023 Holdings
Filed 2024-01-09 | 7 holdings | $107.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Onemain Hldgs Inc(OMF) | COM | 68268W103 | $45.3M | 920,000 | 42.0% |
| MGM Resorts International(MGM) | COM | 552953101 | $37.8M | 845,000 | 35.0% |
| Evolv Technologies Hldngs in(EVLV) | COM CL A | 30049H102 | $13.1M | 2,781,928 | 12.2% |
| Hertz Global Hldgs Inc(HTZWW) | *W EXP 06/30/205 | 42806J148 | $8.6M | 830,733 | 8.0% |
| Genco Shipping & Trading LTD(GNK) | SHS | Y2685T131 | $1.5M | 91,000 | 1.4% |
| Home Bancshares Inc(HOMB) | COM | 436893200 | $1.4M | 55,000 | 1.3% |
| Curo Group Holdings Corp(CUROEUR) | COM | 23131L107 | $37.1K | 46,397 | 0.0% |