Q4 2019 Holdings
Filed 2020-02-13 | 10 holdings | $46.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Altice USA Inc(OPTU) | CL A | 02156K103 | $24.4M | 892,600 | 52.0% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $14.3M | 29,498 | 30.5% |
| Childrens PL Inc(PLCE) | COM | 168905107 | $8.0M | 127,936 | 17.1% |
| Autoliv Inc(ALV) | COM | 052800109 | $57.5K | 681,222 | 0.1% |
| Avaya Hldgs Corp(AVYAUSD) | COM | 05351X101 | $39.9K | 2,953,653 | 0.1% |
| Consol Energy Inc New(CEIXEUR) | COM | 20854L108 | $30.7K | 2,116,992 | 0.1% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $20.2K | 449,581 | 0.0% |
| Borr Drilling LTD | SHS | G1466R207 | $15.8K | 1,830,528 | 0.0% |
| Aercap Holdings NV(AER) | SHS | N00985106 | $15.5K | 252,100 | 0.0% |
| Graftech Intl LTD(EAFEUR) | COM | 384313508 | $13.1K | 1,130,807 | 0.0% |