Q3 2021 Holdings
Filed 2021-11-15 | 9 holdings | $60.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Caesars Entertainment Inc(CZR) | COM | 12769G100 | $60.7M | 540,170 | 99.8% |
| Monarch Casino & Resort Inc(MCRI) | COM | 609027107 | $48.7K | 726,757 | 0.1% |
| Ezcorp Inc(EZPW) | CL A NON VTG | 302301106 | $26.2K | 3,456,695 | 0.0% |
| Prog Holdings Inc(PRG) | COM NPV | 74319R101 | $18.9K | 450,000 | 0.0% |
| Universal Logistics Holdings(ULH) | COM | 91388P105 | $9.2K | 458,800 | 0.0% |
| RED Rock Resorts Inc(RRR) | CL A | 75700L108 | $2.6K | 50,000 | 0.0% |
| Championx Corp(APY1EUR) | COM | 15872M104 | $2.3K | 100,633 | 0.0% |
| Audacy Inc | CL A | 05070N103 | $1.3K | 363,500 | 0.0% |
| Tivity Health Inc | COM | 88870R102 | $1.2K | 50,000 | 0.0% |