Q4 2022 Holdings
Filed 2023-02-14 | 4 holdings | $160.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Apollo Global Mgmt Inc(APO) | COM | 03769M106 | $82.9M | 1,300,000 | 51.8% |
| MR Cooper Group Inc(07WA) | COM | 62482R107 | $38.1M | 950,000 | 23.8% |
| Onemain Hldgs Inc(OMF) | COM | 68268W103 | $25.0M | 750,000 | 15.6% |
| Curo Group Holdings Corp(CUROEUR) | COM | 23131L107 | $14.0M | 3,950,000 | 8.8% |