Q2 2020 Holdings
Filed 2020-08-12 | 11 holdings | $18.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Michaels COS Inc | COM | 59408Q106 | $3.0K | 429,000 | 16.4% |
| Iridium Communications Inc(IRDM) | COM | 46269C102 | $2.5K | 100,000 | 13.8% |
| SIX Flags Entmt Corp New(SIXEUR) | COM | 83001A102 | $2.5K | 131,000 | 13.6% |
| Southwest Airls Co(LUV) | COM | 844741108 | $2.2K | 64,000 | 11.8% |
| Consolidated Comm Hldgs Inc(CNSLEUR) | COM | 209034107 | $2.2K | 319,000 | 11.7% |
| Cedar Fair L P | DEPOSITRY UNIT | 150185106 | $1.7K | 61,000 | 9.1% |
| Gogo Inc(GOGO) | COM | 38046C109 | $1.2K | 376,000 | 6.4% |
| Iheartmedia Inc(IHRT) | COM CL A | 45174J509 | $1.2K | 141,889 | 6.4% |
| Sinclair Broadcast Group Inc(2362120D) | CL A | 829226109 | $1.0K | 55,000 | 5.5% |
| Vail Resorts Inc(MTN) | COM | 91879Q109 | $911 | 5,000 | 4.9% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $62 | 200 | 0.3% |