Q2 2018 Holdings
Filed 2018-08-14 | 13 holdings | $1.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Navistar Intl Corp New(NAV) | COM | 63934E108 | $660.7K | 16,225,000 | 34.9% |
| Lions Gate Entmnt Corp(LGFEUR) | CL A VTG | 535919401 | $374.9K | 15,105,523 | 19.8% |
| Lions Gate Entmnt Corp(LGF/BEUR) | CL B NON VTG | 535919500 | $354.4K | 15,105,523 | 18.7% |
| Loral Space & Communicatns I | COM | 543881106 | $320.7K | 8,529,419 | 16.9% |
| Titan Intl Inc ILL(TWI) | COM | 88830M102 | $85.9K | 8,005,000 | 4.5% |
| PJT Partners Inc(PJT) | COM CL A | 69343T107 | $47.0K | 880,397 | 2.5% |
| Newell Brands Inc(NWL) | COM | 651229106 | $21.9K | 850,000 | 1.2% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $11.7K | 10,500 | 0.6% |
| KEY Energy Svcs Inc del | COM | 49309J103 | $8.5K | 522,389 | 0.4% |
| Centurylink Inc(CTLEUR) | COM | 156700106 | $4.7K | 250,000 | 0.2% |
| Cedar Realty Trust Inc(CDR1USD) | COM NEW | 150602209 | $3.0K | 625,000 | 0.2% |
| MDC Partners Inc(MDCA) | CL A SUB VTG | 552697104 | $1.7K | 368,000 | 0.1% |
| Dynavax Technologies Corp(DVAX) | COM NEW | 268158201 | $679 | 44,499 | 0.0% |