Q3 2024 Holdings
Filed 2024-11-14 | 10 holdings | $1.4B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Penn Entertainment Inc(PENN) | COM | 707569109 | $273.5M | 14,500,000 | 20.0% |
| First Amern Finl Corp(FAF) | COM | 31847R102 | $250.8M | 3,800,000 | 18.4% |
| Ryder SYS Inc(R) | COM | 783549108 | $240.6M | 1,650,000 | 17.6% |
| Boyd Gaming Corp(BYD) | COM | 103304101 | $194.0M | 3,000,000 | 14.2% |
| Driven Brands Hldgs Inc(DRVN) | COM | 26210V102 | $107.7M | 7,550,000 | 7.9% |
| MGM Resorts International(MGM) | COM | 552953101 | $97.7M | 2,500,000 | 7.2% |
| Playa Hotels & Resorts NV | SHS | N70544106 | $96.9M | 12,500,000 | 7.1% |
| United Parks & Resorts Inc(PRKS) | COM | 81282V100 | $65.8M | 1,300,000 | 4.8% |
| Caesars Entertainment Inc NE(CZR) | COM | 12769G100 | $20.9M | 500,000 | 1.5% |
| Modivcare Inc(MODVQ) | COM | 60783X104 | $17.1M | 1,200,000 | 1.3% |