Q3 2020 Holdings
Filed 2020-11-13 | 13 holdings | $1.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| American Axle & MFG Hldgs in(DCH) | COM | 024061103 | $1.3M | 232,000 | 80.3% |
| EPR Pptys(EPR) | COM SH BEN INT | 26884U109 | $55.0K | 2,000,000 | 3.3% |
| PG&E Corp(PCG) | COM | 69331C108 | $47.0K | 5,000,000 | 2.8% |
| Tenet Healthcare Corp(THC) | COM NEW | 88033G407 | $40.4K | 1,650,000 | 2.4% |
| Laureate Education Inc(LAUR) | CL A | 518613203 | $39.8K | 3,000,000 | 2.4% |
| Constellium SE(CSTM) | CL A SHS | F21107101 | $31.8K | 4,050,000 | 1.9% |
| Colony CR Real Estate Inc(CLNCGBP) | COM CL A | 19625T101 | $29.8K | 6,060,000 | 1.8% |
| Herc Hldgs Inc(HRI) | COM | 42704L104 | $29.7K | 750,000 | 1.8% |
| PAR Pacific Holdings Inc(PARR) | COM NEW | 69888T207 | $14.7K | 2,174,319 | 0.9% |
| Firstenergy Corp(FE) | COM | 337932107 | $14.4K | 500,000 | 0.9% |
| Vereit Inc | COM | 92339V100 | $12.6K | 1,940,000 | 0.8% |
| National GEN Hldgs Corp | COM | 636220303 | $12.5K | 369,602 | 0.7% |
| Clipper Rlty Inc(CLPR) | COM | 18885T306 | $727 | 120,179 | 0.0% |