Q2 2024 Holdings
Filed 2024-08-14 | 10 holdings | $1.5B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Penn Entertainment Inc(PENN) | COM | 707569109 | $280.6M | 14,500,000 | 18.2% |
| First Amern Finl Corp(FAF) | COM | 31847R102 | $273.8M | 5,075,000 | 17.8% |
| Ryder SYS Inc(R) | COM | 783549108 | $269.4M | 2,175,000 | 17.5% |
| Boyd Gaming Corp(BYD) | COM | 103304101 | $220.4M | 4,000,000 | 14.3% |
| Caesars Entertainment Inc NE(CZR) | COM | 12769G100 | $131.1M | 3,300,000 | 8.5% |
| Playa Hotels & Resorts NV | SHS | N70544106 | $104.9M | 12,500,000 | 6.8% |
| Driven Brands Hldgs Inc(DRVN) | COM | 26210V102 | $91.7M | 7,200,000 | 6.0% |
| United Parks & Resorts Inc(PRKS) | COM | 81282V100 | $86.9M | 1,600,000 | 5.6% |
| Rush Street Interactive Inc(RSI) | COM | 782011100 | $67.1M | 7,000,000 | 4.4% |
| Global Business Travel Group(GBTG) | COM CL A | 37890B100 | $14.4M | 2,175,000 | 0.9% |