Q2 2016 Holdings
Filed 2016-08-16 | 13 holdings | $442.6K | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Hilton Worldwide Hldgs Inc | COM | 43300A104 | $62.0K | 2,750,000 | 14.0% |
| MGM Resorts International(MGM) | COM | 552953101 | $61.1K | 2,700,000 | 13.8% |
| Pinnacle Entmt Inc New | COM | 72348Y105 | $56.0K | 5,050,000 | 12.6% |
| Tronc Inc | COM | 89703P107 | $50.0K | 3,625,000 | 11.3% |
| Travelport Worldwide LTD | SHS | G9019D104 | $45.1K | 3,500,000 | 10.2% |
| Infrareit Inc | COM | 45685L100 | $36.0K | 2,050,000 | 8.1% |
| Lasalle Hotel Pptys | COM SH BEN INT | 517942108 | $29.5K | 1,250,000 | 6.7% |
| Cabelas IncCall | COM | 126804301 | $25.3K | 505,000 | 5.7% |
| Synchrony Finl(SYF) | COM | 87165B103 | $25.3K | 1,000,000 | 5.7% |
| New York Times Co(NYT) | CL A | 650111107 | $23.6K | 1,950,000 | 5.3% |
| Penn Natl Gaming Inc(PENN) | COM | 707569109 | $14.0K | 1,000,000 | 3.2% |
| Town Sports Intl Hldgs Inc | COM | 89214A102 | $12.6K | 4,650,000 | 2.9% |
| MGM Resorts International(MGM)Call | COM | 552953101 | $2.3K | 100,000 | 0.5% |