Q1 2020 Holdings
Filed 2020-05-14 | 22 holdings | $1.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Tegna Inc(TGNA) | COM | 87901J105 | $162.9K | 15,000,000 | 15.9% |
| Pebblebrook Hotel TR(PEB) | COM | 70509V100 | $103.5K | 9,500,000 | 10.1% |
| Caesars Entmt Corp(CZREUR) | COM | 127686103 | $101.4K | 15,000,000 | 9.9% |
| Expedia Group Inc(EXPE) | COM | 30212P303 | $98.5K | 1,750,000 | 9.6% |
| Extended Stay Amer Inc | UNIT 99/99/9999B | 30224P200 | $73.1K | 10,000,000 | 7.1% |
| Seaworld Entmt Inc(PRKS) | COM | 81282V100 | $57.9K | 5,250,000 | 5.6% |
| Aarons Inc(AANUSD) | COM PAR $0.50 | 002535300 | $45.6K | 2,000,000 | 4.4% |
| Boyd Gaming Corp(BYD) | COM | 103304101 | $43.3K | 3,000,000 | 4.2% |
| Eldorado Resorts Inc(ERIEUR) | COM | 28470R102 | $43.2K | 3,000,000 | 4.2% |
| Valvoline Inc(VVV) | COM | 92047W101 | $39.3K | 3,000,000 | 3.8% |
| Twin RIV Worldwide Hldgs Inc | COM | 90171V204 | $39.0K | 3,000,000 | 3.8% |
| Host Hotels & Resorts Inc(HST) | COM | 44107P104 | $38.6K | 3,500,000 | 3.8% |
| Lions Gate Entmnt Corp(LGFEUR) | CL A VTG | 535919401 | $33.4K | 5,500,000 | 3.3% |
| Tivity Health Inc | COM | 88870R102 | $29.9K | 4,750,000 | 2.9% |
| Sinclair Broadcast Group Inc(2362120D) | CL A | 829226109 | $28.1K | 1,750,000 | 2.7% |
| Leisure Acquisition Corp | COM | 52539T107 | $26.9K | 2,462,500 | 2.6% |
| Playa Hotels & Resorts NV | SHS | N70544106 | $17.5K | 10,000,000 | 1.7% |
| Inspired Entmt Inc(INSE) | COM | 45782N108 | $12.7K | 3,750,000 | 1.2% |
| Lions Gate Entmnt Corp(LGF/BEUR) | CL B NON VTG | 535919500 | $11.2K | 2,000,000 | 1.1% |
| Leisure Acquisition Corp | UNIT 99/99/9999 | 52539T206 | $9.9K | 1,000,000 | 1.0% |
| Playags Inc(AGS) | COM | 72814N104 | $9.3K | 3,500,000 | 0.9% |
| Leisure Acquisition Corp | *W EXP 12/05/201 | 52539T115 | $580 | 3,412,500 | 0.1% |