Q4 2024 Holdings
Filed 2025-02-14 | 9 holdings | $50.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Mastec Inc(MTZ) | COM | 576323109 | $13.6M | 100,000 | 27.0% |
| MYR Group Inc del(MYRG) | COM | 55405W104 | $8.2M | 55,000 | 16.2% |
| Rush Street Interactive Inc(RSI) | COM | 782011100 | $6.9M | 500,000 | 13.6% |
| Primoris Svcs Corp(PRIM) | COM | 74164F103 | $6.5M | 85,000 | 12.9% |
| Everus Constr Group(ECG) | COM | 300426103 | $5.9M | 90,000 | 11.7% |
| Granite Constr Inc(GVA) | COM | 387328107 | $3.5M | 40,000 | 7.0% |
| Full HSE Resorts Inc(FLL) | COM | 359678109 | $2.3M | 565,000 | 4.6% |
| Golden Entmt Inc(GDEN) | COM | 381013101 | $2.2M | 70,000 | 4.4% |
| ON Hldg AG(ONON) | NAMEN AKT A | H5919C104 | $1.4M | 25,000 | 2.7% |