Q4 2023 Holdings
Filed 2024-02-14 | 3 holdings | $240.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Light & Wonder Inc(LNWO) | COM | 80874P109 | $135.5M | 1,650,000 | 56.4% |
| RH(RH) | COM | 74967X103 | $52.5M | 180,000 | 21.9% |
| Rumbleon Inc(RDNW) | COM CL B | 781386305 | $52.1M | 6,398,144 | 21.7% |