Q4 2018 Holdings
Filed 2019-02-14 | 9 holdings | $75.2K | 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 | $36.1K | 997,188 | 48.1% |
| Kinder Morgan Inc del(KMI) | COM | 49456B101 | $8.7K | 563,046 | 11.5% |
| Post Hldgs Inc(POST) | COM | 737446104 | $7.6K | 85,288 | 10.1% |
| Contura Energy Inc | COM | 21241B100 | $6.8K | 103,699 | 9.1% |
| American Intl Group Inc(AIG) | COM NEW | 026874784 | $4.9K | 125,482 | 6.6% |
| Advance Auto Parts Inc(AAP) | COM | 00751Y106 | $4.9K | 31,356 | 6.6% |
| American Intl Group Inc | *W EXP 01/19/202 | 026874156 | $3.0K | 560,016 | 4.1% |
| Liberty Latin America LTD(LILAK) | COM CL C | G9001E128 | $2.2K | 150,758 | 2.9% |
| Liberty Latin America LTD(LILA) | COM CL A | G9001E102 | $839 | 57,949 | 1.1% |