Q3 2018 Holdings
Filed 2018-11-14 | 18 holdings | $1.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Caesars Entmt Corp(CZREUR) | COM | 127686103 | $353.6K | 34,500,000 | 21.5% |
| Tribune Media Co(TRCO) | CL A | 896047503 | $244.0K | 6,350,000 | 14.8% |
| MGM Resorts International(MGM) | COM | 552953101 | $181.4K | 6,500,000 | 11.0% |
| Sinclair Broadcast Group Inc(2362120D) | CL A | 829226109 | $177.2K | 6,250,000 | 10.8% |
| Lasalle Hotel Pptys | COM SH BEN INT | 517942108 | $173.0K | 5,000,000 | 10.5% |
| Gaming & Leisure Pptys Inc(GLPI) | COM | 36467J108 | $96.9K | 2,750,000 | 5.9% |
| Town Sports Intl Hldgs Inc | COM | 89214A102 | $73.5K | 8,500,000 | 4.5% |
| Vici Pptys Inc(VICI) | COM | 925652109 | $59.5K | 2,750,000 | 3.6% |
| Norwegian Cruise Line Hldgs(NCLH) | SHS | G66721104 | $57.4K | 1,000,000 | 3.5% |
| Stars Group Inc | COM | 85570W100 | $49.8K | 2,000,000 | 3.0% |
| Meredith Corp | COM | 589433101 | $38.3K | 750,000 | 2.3% |
| Tegna Inc(TGNA) | COM | 87901J105 | $35.9K | 3,000,000 | 2.2% |
| International Game Technolog(BRSL) | SHS USD | G4863A108 | $33.6K | 1,700,000 | 2.0% |
| Leisure Acquisition Corp | COM | 52539T107 | $24.0K | 2,462,500 | 1.5% |
| Inspired Entmt Inc(INSE) | COM | 45782N108 | $22.9K | 3,750,000 | 1.4% |
| Leisure Acquisition Corp | UNIT 99/99/9999 | 52539T206 | $10.3K | 1,000,000 | 0.6% |
| Innovative Indl Pptys Inc(IIPR) | COM | 45781V101 | $9.6K | 200,000 | 0.6% |
| Leisure Acquisition Corp | *W EXP 12/05/201 | 52539T115 | $4.0K | 3,412,500 | 0.2% |