Q1 2022 Holdings
Filed 2022-04-22 | 12 holdings | $81.0K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Calumet Specialty Prods Ptnr | UT LTD PARTNER | 131476103 | $22.8K | 1,672,349 | 28.1% |
| ZIM Integrated Shipping Serv(ZIM) | SHS | M9T951109 | $15.1K | 207,600 | 18.6% |
| Group Nine Acquisition Corp | COM CL A | 39947R104 | $7.0K | 719,100 | 8.7% |
| Magnachip Semiconductor Corp(MX) | COM | 55933J203 | $6.0K | 352,157 | 7.3% |
| Genco Shipping & Trading LTD(GNK) | SHS | Y2685T131 | $5.6K | 237,174 | 6.9% |
| IAC Interactivecorp New | COM | 44891N109 | $5.2K | 52,021 | 6.4% |
| KKR & Co Inc(KKR) | COM | 48251W104 | $5.0K | 86,155 | 6.2% |
| Frontline LTD(FRO) | SHS NEW | G3682E192 | $4.0K | 459,834 | 5.0% |
| Colfax Corp | COM | 194014106 | $4.0K | 100,300 | 4.9% |
| Eneti Inc | COM | Y2294C107 | $3.8K | 603,908 | 4.7% |
| VIA Optronics AG | SPONSORED ADS | 91823Y109 | $2.3K | 291,681 | 2.9% |
| Group Nine Acquisition Corp | *W EXP 01/15/202 | 39947R112 | $107 | 381,666 | 0.1% |