Q2 2022 Holdings
Filed 2022-08-15 | 62 holdings | $1.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| The ODP Corp(ODP1) | COM | 88337F105 | $34.3K | 1,132,866 | 2.7% |
| Liberty Latin America LTD(LILAK) | COM CL C | G9001E128 | $37.6K | 4,828,703 | 3.0% |
| Noble Corp New | SHS | G6610J209 | $58.1K | 2,292,118 | 4.6% |
| Ardagh Metal Packaging S A(AMBP) | SHS | L02235106 | $61.9K | 10,154,743 | 4.9% |
| Dell Technologies Inc(DELL) | CL C | 24703L202 | $67.3K | 1,455,898 | 5.3% |
| Valaris Limited(VAL) | CL A | G9460G101 | $69.5K | 1,645,063 | 5.5% |
| Boyd Gaming Corp(BYD) | COM | 103304101 | $69.5K | 1,397,421 | 5.5% |
| Tenet Healthcare Corp(THC) | COM NEW | 88033G407 | $99.0K | 1,883,882 | 7.8% |
| Change Healthcare Inc(CHNGUSD) | COM | 15912K100 | $108.5K | 4,705,142 | 8.6% |
| Berry Global Group Inc(BERYEUR) | COM | 08579W103 | $150.5K | 2,755,252 | 11.9% |
| Shaw Communications Inc | CL B CONV | 82028K200 | $163.5K | 5,550,000 | 13.0% |
| CBL & Assoc Pptys Inc(CBL) | COMMON STOCK | 124830878 | $197.2K | 8,396,293 | 15.6% |