Q4 2019 Holdings
Filed 2020-02-14 | 51 holdings | $282.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Brighthouse Finl Inc(BHF) | COM | 10922N103 | $140.2M | 3,574,000 | 49.6% |
| Altice USA Inc(OPTU) | CL A | 02156K103 | $59.0M | 2,157,740 | 20.9% |
| CNX Resources Corporation(CNX) | COM | 12653C108 | $52.1M | 5,882,261 | 18.4% |
| DXC Technology Co(DXC) | COM | 23355L106 | $30.6M | 813,000 | 10.8% |
| Green Brick Partners Inc(GRBK) | COM | 392709101 | $276.9K | 24,118,668 | 0.1% |
| General Mtrs Co(GM) | COM | 37045V100 | $225.3K | 6,154,702 | 0.1% |
| Aercap Holdings NV(AER) | SHS | N00985106 | $196.8K | 3,200,769 | 0.1% |
| Chemours Co(CC) | COM | 163851108 | $123.2K | 6,810,743 | 0.0% |
| Adient PLC(ADNT) | ORD SHS | G0084W101 | $53.4K | 2,514,587 | 0.0% |
| Consol Coal RES LP | COM UNIT | 20855T100 | $51.6K | 5,488,438 | 0.0% |
| Scientific Games Corp(LNWO) | COM | 80874P109 | $30.2K | 1,126,842 | 0.0% |
| Echostar Corp(SATS) | CL A | 278768106 | $29.3K | 677,000 | 0.0% |
| Tempur Sealy Intl Inc(SGI) | COM | 88023U101 | $23.3K | 267,500 | 0.0% |
| Medicines Co | COM | 584688105 | $19.5K | 229,900 | 0.0% |
| Teekay LNG Partners L P(TK) | PRTNRSP UNITS | Y8564M105 | $13.2K | 849,274 | 0.0% |
| Neubase Therapeutics Inc | COM | 64132K102 | $11.1K | 1,538,462 | 0.0% |
| Consol Energy Inc New(CEIXEUR) | COM | 20854L108 | $8.9K | 610,053 | 0.0% |
| Exela Technologies Inc | COM | 30162V102 | $3.3K | 8,022,928 | 0.0% |