Q2 2019 Holdings
Filed 2019-07-23 | 8 holdings | $123.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Blackstone MTG TR Inc(BXMT) | COM CL A | 09257W100 | $59.6K | 1,675,094 | 48.4% |
| KKR & Co Inc(KKR) | CL A | 48251W104 | $31.3K | 1,239,126 | 25.4% |
| Tesla Inc(TSLA) | COM | 88160R101 | $17.4K | 78,000 | 14.2% |
| MR Cooper Group Inc(07WA) | COM | 62482R107 | $5.8K | 725,473 | 4.7% |
| Davita Inc(DVA) | COM | 23918K108 | $2.6K | 47,000 | 2.1% |
| PG&E Corp(PCG) | COM | 69331C108 | $2.6K | 115,000 | 2.1% |
| Wynn Resorts LTD(WYNN) | COM | 983134107 | $2.5K | 20,000 | 2.0% |
| Sunrun Inc(RUN) | COM | 86771W105 | $1.2K | 65,000 | 1.0% |