Q4 2020 Holdings
Filed 2021-02-16 | 10 holdings | $523.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| RackSpace Technology Inc(RXT) | COM | 750102105 | $228.7K | 12,000,000 | 43.7% |
| Liberty Latin America Ltd(LILAK) | COM CL C | G9001E128 | $157.7K | 14,221,265 | 30.1% |
| Uniti Group Inc | COM | 91325V108 | $78.8K | 6,715,800 | 15.0% |
| Consolidated Communications(CNSLEUR) | COM | 209034107 | $31.1K | 6,352,842 | 5.9% |
| Marcus Corp Del(MCS) | COM | 566330106 | $15.8K | 1,168,639 | 3.0% |
| Norwegian Cruise Line Hldg L(NCLH) | SHS | G66721104 | $5.1K | 200,000 | 1.0% |
| Cinemark Hldgs Inc(CNK) | COM | 17243V102 | $4.8K | 275,000 | 0.9% |
| Hemisphere Media Group Inc | CL A | 42365Q103 | $897 | 86,566 | 0.2% |
| Shift4 Pmts Inc(FOUR) | CL A | 82452J109 | $710 | 9,418 | 0.1% |
| Liberty Latin America Ltd(LILA) | COM CL A | G9001E102 | $102 | 9,200 | 0.0% |