Q2 2019 Holdings
Filed 2019-08-14 | 20 holdings | $1.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Owens Corning New(OC) | COM | 690742101 | $221.2K | 3,800,000 | 16.1% |
| Eldorado Resorts Inc(ERIEUR) | COM | 28470R102 | $207.3K | 4,500,000 | 15.1% |
| Norwegian Cruise Line Hldgs(NCLH) | SHS | G66721104 | $171.6K | 3,200,000 | 12.5% |
| Penn Natl Gaming Inc(PENN) | COM | 707569109 | $111.7K | 5,800,000 | 8.1% |
| Dave & Busters Entmt Inc(PLAY) | COM | 238337109 | $80.9K | 2,000,000 | 5.9% |
| Tivity Health Inc | COM | 88870R102 | $78.1K | 4,750,000 | 5.7% |
| Diamondrock Hospitality Co(DRH) | COM | 252784301 | $69.8K | 6,750,000 | 5.1% |
| Gannett Co Inc(GCI1EUR) | COM | 36473H104 | $64.1K | 7,850,000 | 4.7% |
| Carnival Corp(CCL) | UNIT 99/99/9999 | 143658300 | $58.2K | 1,250,000 | 4.2% |
| Stars Group Inc | COM | 85570W100 | $51.2K | 3,000,000 | 3.7% |
| International Game Technolog(BRSL) | SHS USD | G4863A108 | $48.0K | 3,700,000 | 3.5% |
| Twin RIV Worldwide Hldgs Inc | COM | 90171V204 | $44.6K | 1,500,000 | 3.2% |
| Playa Hotels & Resorts NV | SHS | N70544106 | $35.1K | 4,550,000 | 2.5% |
| Inspired Entmt Inc(INSE) | COM | 45782N108 | $31.7K | 3,750,000 | 2.3% |
| Valvoline Inc(VVV) | COM | 92047W101 | $29.3K | 1,500,000 | 2.1% |
| Leisure Acquisition Corp | COM | 52539T107 | $25.0K | 2,462,500 | 1.8% |
| Town Sports Intl Hldgs Inc | COM | 89214A102 | $18.4K | 8,500,000 | 1.3% |
| Knowles Corp(KN) | COM | 49926D109 | $18.3K | 1,000,000 | 1.3% |
| Leisure Acquisition Corp | UNIT 99/99/9999 | 52539T206 | $10.4K | 1,000,000 | 0.8% |
| Leisure Acquisition Corp | *W EXP 12/05/201 | 52539T115 | $1.9K | 3,412,500 | 0.1% |