Q1 2025 Holdings
Filed 2025-05-19 | 12 holdings | $44.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Golden Entmt Inc(GDEN) | COM | 381013101 | $7.9M | 300,000 | 17.9% |
| Genius Sports Limited(GENI) | SHARES CL A | G3934V109 | $7.0M | 700,000 | 15.9% |
| Camping World Hldgs Inc(CWH) | CL A | 13462K109 | $5.8M | 360,000 | 13.2% |
| Thor Inds Inc(THO) | COM | 885160101 | $4.5M | 60,000 | 10.3% |
| Titan Intl Inc ILL(TWI) | COM | 88830M102 | $4.5M | 540,649 | 10.3% |
| International Game Technolog(BRSL) | SHS USD | G4863A108 | $3.8M | 235,000 | 8.7% |
| International Game Technolog(BRSL)Call | SHS USD | G4863A108 | $3.7M | 226,300 | 8.3% |
| Full HSE Resorts Inc(FLL) | COM | 359678109 | $2.2M | 530,228 | 5.0% |
| Turning PT Brands Inc(TPB) | COM | 90041L105 | $2.1M | 35,558 | 4.8% |
| Potlatchdeltic Corporation(PCH) | COM | 737630103 | $1.1M | 25,000 | 2.6% |
| Accel Entertainment Inc(ACEL) | COM CL A1 | 00436Q106 | $1.1M | 108,746 | 2.4% |
| The Realreal Inc(REAL) | COM | 88339P101 | $273.7K | 50,770 | 0.6% |