Q1 2020 Holdings
Filed 2020-05-15 | 7 holdings | $43.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Ezcorp Inc(EZPW) | CL A NON VTG | 302301106 | $22.5K | 5,400,000 | 51.6% |
| Monarch Casino & Resort Inc(MCRI) | COM | 609027107 | $9.6K | 340,257 | 21.9% |
| Eldorado Resorts Inc(ERIEUR) | COM | 28470R102 | $4.8K | 335,170 | 11.1% |
| Martin Marietta Matls Inc(MLM) | COM | 573284106 | $2.8K | 15,000 | 6.5% |
| Eagle Materials Inc(EXP) | COM | 26969P108 | $2.4K | 40,500 | 5.4% |
| HD Supply Hldgs Inc | COM | 40416M105 | $1.4K | 50,000 | 3.3% |
| BBQ Hldgs Inc(2RA) | COM | 05551A109 | $146 | 76,194 | 0.3% |