Q1 2019 Holdings
Filed 2019-05-15 | 57 holdings | $271.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Brighthouse Finl Inc(BHF) | COM | 10922N103 | $119.5M | 3,292,719 | 44.0% |
| Altice USA Inc(OPTU) | CL A | 02156K103 | $88.3M | 4,112,540 | 32.6% |
| CNX Resources Corporation(CNX) | COM | 12653C108 | $62.4M | 5,790,100 | 23.0% |
| General Mtrs Co(GM) | COM | 37045V100 | $338.3K | 9,118,741 | 0.1% |
| Green Brick Partners Inc(GRBK) | COM | 392709101 | $211.0K | 24,118,668 | 0.1% |
| Aercap Holdings NV(AER) | SHS | N00985106 | $193.8K | 4,163,078 | 0.1% |
| Consol Coal RES LP | COM UNIT | 20855T100 | $97.0K | 5,488,438 | 0.0% |
| Ensco PLC | SHS CLASS A | G3157S106 | $59.4K | 15,120,000 | 0.0% |
| Tempur Sealy Intl Inc(SGI) | COM | 88023U101 | $38.0K | 659,425 | 0.0% |
| Voya Finl Inc(VOYA) | COM | 929089100 | $36.8K | 736,446 | 0.0% |
| Hilton Grand Vacations Inc(HGV) | COM | 43283X105 | $34.6K | 1,120,000 | 0.0% |
| Exela Technologies Inc | COM | 30162V102 | $26.8K | 8,022,928 | 0.0% |
| Medicines Co | COM | 584688105 | $26.5K | 948,800 | 0.0% |
| Adient PLC(ADNT) | ORD SHS | G0084W101 | $25.7K | 1,982,292 | 0.0% |
| Echostar Corp(SATS) | CL A | 278768106 | $21.9K | 600,000 | 0.0% |
| Consol Energy Inc New(CEIXEUR) | COM | 20854L108 | $11.6K | 340,000 | 0.0% |
| Seadrill LTD(SDRL) | COM | G7998G106 | $8.7K | 1,046,800 | 0.0% |
| Teekay LNG Partners L P(TK) | PRTNRSP UNITS | Y8564M105 | $7.5K | 500,000 | 0.0% |