Q4 2018 Holdings
Filed 2019-02-14 | 12 holdings | $533.9K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Nexstar Media Group Inc(NXST) | CL A | 65336K103 | $121.9K | 1,550,000 | 22.8% |
| Tribune Media Co(TRCO) | CL A | 896047503 | $90.8K | 2,000,000 | 17.0% |
| Diamondrock Hospitality Co(DRH) | COM | 252784301 | $81.7K | 9,000,000 | 15.3% |
| Vici Pptys Inc(VICI) | COM | 925652109 | $56.3K | 3,000,000 | 10.6% |
| Town Sports Intl Hldgs Inc | COM | 89214A102 | $54.4K | 8,500,000 | 10.2% |
| PG&E Corp(PCG) | COM | 69331C108 | $47.5K | 2,000,000 | 8.9% |
| Leisure Acquisition Corp | COM | 52539T107 | $24.2K | 2,462,500 | 4.5% |
| Inspired Entmt Inc(INSE) | COM | 45782N108 | $18.0K | 3,750,000 | 3.4% |
| Playa Hotels & Resorts NV | SHS | N70544106 | $13.3K | 1,850,000 | 2.5% |
| Meredith Corp | COM | 589433101 | $13.0K | 250,000 | 2.4% |
| Leisure Acquisition Corp | UNIT 99/99/9999 | 52539T206 | $10.1K | 1,000,000 | 1.9% |
| Leisure Acquisition Corp | *W EXP 12/05/201 | 52539T115 | $2.7K | 3,412,500 | 0.5% |