Q4 2018 Holdings
Filed 2019-02-14 | 63 holdings | $209.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Brighthouse Finl Inc(BHF) | COM | 10922N103 | $100.4M | 3,292,719 | 47.9% |
| Altice USA Inc(OPTU) | CL A | 02156K103 | $67.9M | 4,112,540 | 32.5% |
| CNX Resources Corporation(CNX) | COM | 12653C108 | $39.9M | 3,490,100 | 19.0% |
| General Mtrs Co(GM) | COM | 37045V100 | $399.5K | 11,944,243 | 0.2% |
| Green Brick Partners Inc(GRBK) | COM | 392709101 | $174.6K | 24,118,668 | 0.1% |
| Aercap Holdings NV(AER) | SHS | N00985106 | $152.3K | 3,846,078 | 0.1% |
| Consol Coal RES LP | COM UNIT | 20855T100 | $90.1K | 5,488,438 | 0.0% |
| Ensco PLC | SHS CLASS A | G3157S106 | $71.2K | 20,000,000 | 0.0% |
| Tempur Sealy Intl Inc(SGI) | COM | 88023U101 | $55.1K | 1,331,252 | 0.0% |
| Voya Finl Inc(VOYA) | COM | 929089100 | $42.3K | 1,053,446 | 0.0% |
| Exela Technologies Inc | COM | 30162V102 | $32.6K | 8,384,629 | 0.0% |
| Adient PLC(ADNT) | ORD SHS | G0084W101 | $29.9K | 1,982,292 | 0.0% |
| Hilton Grand Vacations Inc(HGV) | COM | 43283X105 | $29.6K | 1,120,000 | 0.0% |
| Echostar Corp(SATS) | CL A | 278768106 | $22.0K | 600,000 | 0.0% |
| Shutterfly Inc(SFLY) | COM | 82568P304 | $21.0K | 521,200 | 0.0% |
| Medicines Co | COM | 584688105 | $18.2K | 948,800 | 0.0% |
| Dillards Inc(DDS) | CL A | 254067101 | $15.1K | 250,000 | 0.0% |
| Seadrill LTD(SDRL) | COM | G7998G106 | $10.2K | 1,046,800 | 0.0% |
| Chemours Co(CC) | COM | 163851108 | $5.6K | 200,000 | 0.0% |
| Consol Energy Inc New(CEIXEUR) | COM | 20854L108 | $4.4K | 140,000 | 0.0% |