Q4 2024 Holdings
Filed 2025-02-14 | 10 holdings | $1.3B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Penn Entertainment Inc(PENN) | COM | 707569109 | $287.4M | 14,500,000 | 21.7% |
| First Amern Finl Corp(FAF) | COM | 31847R102 | $208.9M | 3,345,000 | 15.7% |
| Ryder SYS Inc(R) | COM | 783549108 | $188.2M | 1,200,000 | 14.2% |
| Playa Hotels & Resorts NV | SHS | N70544106 | $158.1M | 12,500,000 | 11.9% |
| Boyd Gaming Corp(BYD) | COM | 103304101 | $145.1M | 2,000,000 | 10.9% |
| Driven Brands Hldgs Inc(DRVN) | COM | 26210V102 | $119.4M | 7,400,000 | 9.0% |
| MGM Resorts International(MGM) | COM | 552953101 | $104.0M | 3,000,000 | 7.8% |
| Caesars Entertainment Inc NE(CZR) | COM | 12769G100 | $75.2M | 2,250,000 | 5.7% |
| United Parks & Resorts Inc(PRKS) | COM | 81282V100 | $28.1M | 500,000 | 2.1% |
| Modivcare Inc(MODVQ) | COM | 60783X104 | $11.8M | 1,000,000 | 0.9% |