Q4 2020 Holdings
Filed 2021-02-16 | 11 holdings | $447.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| EPR Pptys(EPR) | COM SH BEN INT | 26884U109 | $73.1K | 2,250,000 | 16.3% |
| PG&E Corp(PCG) | COM | 69331C108 | $62.3K | 5,000,000 | 13.9% |
| Tenet Healthcare Corp(THC) | COM NEW | 88033G407 | $55.9K | 1,400,000 | 12.5% |
| Constellium SE(CSTM) | CL A SHS | F21107101 | $50.4K | 3,600,000 | 11.3% |
| Colony CR Real Estate Inc(CLNCGBP) | COM CL A | 19625T101 | $45.5K | 6,060,000 | 10.2% |
| Herc Hldgs Inc(HRI) | COM | 42704L104 | $43.9K | 661,252 | 9.8% |
| Laureate Education Inc(LAUR) | CL A | 518613203 | $43.7K | 3,000,000 | 9.8% |
| PAR PAC Holdings Inc(PARR) | COM NEW | 69888T207 | $37.2K | 2,662,300 | 8.3% |
| Istar Inc | COM | 45031U101 | $29.7K | 2,000,000 | 6.6% |
| National GEN Hldgs Corp | COM | 636220303 | $5.1K | 150,000 | 1.1% |
| Clipper Rlty Inc(CLPR) | COM | 18885T306 | $847 | 120,179 | 0.2% |