Q1 2025 Holdings
Filed 2025-05-15 | 3 holdings | $118.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Light & Wonder Inc(LNWO) | COM | 80874P109 | $77.9M | 900,000 | 66.1% |
| Designer Brands Inc(DBI) | CL A | 250565108 | $20.1M | 5,500,000 | 17.0% |
| Rumbleon Inc(RDNW) | COM CL B | 781386305 | $20.0M | 7,075,815 | 16.9% |