Q4 2019 Holdings
Filed 2020-02-14 | 11 holdings | $1.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Navistar Intl Corp New(NAV) | COM | 63934E108 | $469.6K | 16,225,000 | 39.2% |
| Loral Space & Communicatns I | COM | 543881106 | $275.7K | 8,529,419 | 23.0% |
| Lions Gate Entmnt Corp(LGFEUR) | CL A VTG | 535919401 | $194.9K | 18,284,993 | 16.3% |
| Lions Gate Entmnt Corp(LGF/BEUR) | CL B NON VTG | 535919500 | $150.0K | 15,105,523 | 12.5% |
| PJT Partners Inc(PJT) | COM CL A | 69343T107 | $39.7K | 880,397 | 3.3% |
| Titan Intl Inc ILL(TWI) | COM | 88830M102 | $29.0K | 8,005,000 | 2.4% |
| Newell Brands Inc(NWL) | COM | 651229106 | $16.3K | 850,000 | 1.4% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $14.0K | 10,500 | 1.2% |
| Monocle Acquisition Corp | UNIT 99/99/9999 | 609754205 | $5.4K | 500,000 | 0.5% |
| Scorpio Tankers Inc(STNG) | SHS | Y7542C130 | $2.6K | 66,000 | 0.2% |
| Dynavax Technologies Corp(DVAX) | COM NEW | 268158201 | $255 | 44,499 | 0.0% |