Q4 2022 Holdings
Filed 2023-02-14 | 8 holdings | $41.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Wynn Resorts LTD(WYNN) | COM | 983134107 | $7.4M | 90,000 | 17.7% |
| LAS Vegas Sands Corp(LVS) | COM | 517834107 | $7.2M | 150,000 | 17.2% |
| Fluor Corp New(FLR) | COM | 343412102 | $5.2M | 150,000 | 12.4% |
| Royal Caribbean Group(RCL) | COM | V7780T103 | $4.9M | 100,000 | 11.8% |
| Flowserve Corp(FLS) | COM | 34354P105 | $4.9M | 160,000 | 11.7% |
| Full HSE Resorts Inc(FLL) | COM | 359678109 | $4.5M | 595,434 | 10.7% |
| Playags Inc(AGS) | COM | 72814N104 | $3.9M | 766,641 | 9.3% |
| Hersha Hospitality TR(HTEUR) | PR SHS BEN INT | 427825500 | $3.8M | 447,233 | 9.1% |