Q4 2018 Holdings
Filed 2019-02-14 | 17 holdings | $121.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Berry Global Group Inc(BERYEUR) | COM | 08579W103 | $16.3K | 342,500 | 13.4% |
| Nexstar Media Group Inc(NXST) | CL A | 65336K103 | $14.2K | 180,500 | 11.7% |
| Caesars Entmt Corp(CZREUR) | COM | 127686103 | $13.6K | 2,008,500 | 11.2% |
| MGM Resorts International(MGM) | COM | 552953101 | $13.3K | 548,000 | 10.9% |
| Sinclair Broadcast Group Inc(2362120D) | CL A | 829226109 | $10.8K | 410,000 | 8.9% |
| Gray Television Inc(GTN) | COM | 389375106 | $10.0K | 675,000 | 8.2% |
| Liberty Global PLC | SHS CL A | G5480U104 | $7.5K | 349,500 | 6.1% |
| Northern Oil & Gas Inc NEV | COM | 665531109 | $6.2K | 2,762,000 | 5.1% |
| Avaya Hldgs Corp(AVYAUSD) | COM | 05351X101 | $5.7K | 393,101 | 4.7% |
| Halcon RES Corp | COM PAR NEW | 40537Q605 | $5.2K | 3,063,000 | 4.3% |
| Graphic Packaging Hldg Co(GPK) | COM | 388689101 | $4.1K | 388,000 | 3.4% |
| Michaels COS Inc | COM | 59408Q106 | $4.0K | 296,500 | 3.3% |
| Westrock Co(WRKUSD) | COM | 96145D105 | $3.8K | 100,500 | 3.1% |
| Liberty Global PLCCall | SHS CL A | G5480U104 | $3.2K | 150,000 | 2.6% |
| Caesars Entmt Corp | NOTE 5.000%10/0 | 127686AA1 | $1.3K | $1,033,359 | 1.1% |
| Hilton Grand Vacations Inc(HGV) | COM | 43283X105 | $1.2K | 45,600 | 1.0% |
| Colony Cap Inc New(CLNSEUR) | CL A COM | 19626G108 | $1.1K | 228,600 | 0.9% |