Q1 2020 Holdings
Filed 2020-05-15 | 11 holdings | $3.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Clear Channel Outdoor Hldgs(CCO) | COM | 18453H106 | $2.7M | 4,278,950 | 84.7% |
| Tegna Inc(TGNA) | COM | 87901J105 | $175.1K | 16,124,315 | 5.4% |
| Twin RIV Worldwide Hldgs Inc | COM | 90171V204 | $152.8K | 11,745,913 | 4.7% |
| Standard Diversified Inc | COM CL A | 85336L109 | $68.0K | 6,237,143 | 2.1% |
| National Cinemedia Inc | COM | 635309107 | $58.6K | 17,974,731 | 1.8% |
| Turning PT Brands Inc(TPB) | COM | 90041L105 | $13.9K | 658,398 | 0.4% |
| International Game Technolog(BRSL) | SHS USD | G4863A108 | $10.5K | 1,769,272 | 0.3% |
| Liberty Tripadvisor Hldgs in | COM SER A | 531465102 | $6.2K | 3,452,410 | 0.2% |
| EPR Pptys | PFD C CNV 5.75% | 26884U208 | $4.7K | 297,446 | 0.1% |
| EPR Pptys | CONV PFD 9% SR E | 26884U307 | $4.3K | 198,717 | 0.1% |
| Mediaco Hldg Inc(MDIA) | CL A | 58450D104 | $465 | 109,718 | 0.0% |