Q2 2020 Holdings
Filed 2020-08-14 | 8 holdings | $75.9K | 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 | $34.0K | 5,400,000 | 44.8% |
| Monarch Casino & Resort Inc(MCRI) | COM | 609027107 | $13.8K | 405,257 | 18.2% |
| Eldorado Resorts Inc(ERIEUR) | COM | 28470R102 | $12.2K | 305,170 | 16.1% |
| Martin Marietta Matls Inc(MLM) | COM | 573284106 | $6.2K | 30,000 | 8.2% |
| MGP Ingredients Inc New(MGPI) | COM | 55303J106 | $3.7K | 100,000 | 4.8% |
| Championx Corporation(APY1EUR) | COM | 15872M104 | $2.9K | 300,000 | 3.9% |
| Eagle Materials Inc(EXP) | COM | 26969P108 | $2.8K | 40,500 | 3.7% |
| BBQ Hldgs Inc(2RA) | COM | 05551A109 | $251 | 76,194 | 0.3% |