Q4 2015 Holdings
Filed 2016-02-16 | 16 holdings | $616.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Pinnacle Entmt Inc | COM | 723456109 | $180.5K | 5,800,000 | 29.3% |
| MGM Resorts International(MGM) | COM | 552953101 | $86.3K | 3,800,000 | 14.0% |
| Homeinns Hotel Group | SPONSORED ADR | 43742E102 | $41.0K | 1,200,000 | 6.7% |
| Forest City Enterprises Inc | CL A | 345550107 | $38.4K | 1,750,000 | 6.2% |
| Churchill Downs Inc(CHDN) | COM | 171484108 | $36.8K | 260,000 | 6.0% |
| Northstar Asset Mgmt Group I | COM | 66705Y104 | $36.4K | 3,000,000 | 5.9% |
| Travelport Worldwide LTD | SHS | G9019D104 | $32.3K | 2,500,000 | 5.2% |
| New York Times Co(NYT) | CL A | 650111107 | $30.2K | 2,250,000 | 4.9% |
| Elong Inc | SPONSORED ADR | 290138205 | $29.3K | 1,710,000 | 4.7% |
| Felcor Lodging TR Inc | COM | 31430F101 | $25.6K | 3,500,000 | 4.1% |
| LA Quinta Hldgs Inc | COM | 50420D108 | $23.1K | 1,700,000 | 3.8% |
| Cabelas Inc | COM | 126804301 | $18.7K | 400,000 | 3.0% |
| Gaming & Leisure Pptys Inc(GLPI) | COM | 36467J108 | $13.9K | 500,000 | 2.3% |
| Cabelas IncCall | COM | 126804301 | $11.7K | 250,000 | 1.9% |
| Sunopta Inc(STKL) | COM | 8676EP108 | $6.8K | 1,000,000 | 1.1% |
| Town Sports Intl Hldgs Inc | COM | 89214A102 | $5.4K | 4,500,000 | 0.9% |