Q4 2018 Holdings
Filed 2019-02-14 | 9 holdings | $158.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Global Indty LTD Cayman | USD CL A SHS | G3933F105 | $50.7K | 1,400,038 | 32.0% |
| Kinder Morgan Inc del(KMI) | COM | 49456B101 | $23.5K | 1,527,994 | 14.8% |
| Post Hldgs Inc(POST) | COM | 737446104 | $20.6K | 231,088 | 13.0% |
| Contura Energy Inc | COM | 21241B100 | $20.2K | 307,807 | 12.7% |
| Advance Auto Parts Inc(AAP) | COM | 00751Y106 | $14.0K | 88,944 | 8.8% |
| American Intl Group Inc(AIG) | COM NEW | 026874784 | $13.0K | 329,518 | 8.2% |
| American Intl Group Inc | *W EXP 01/19/202 | 026874156 | $8.1K | 1,489,922 | 5.1% |
| Liberty Latin America LTD(LILAK) | COM CL C | G9001E128 | $6.1K | 418,142 | 3.8% |
| Liberty Latin America LTD(LILA) | COM CL A | G9001E102 | $2.5K | 170,716 | 1.6% |