| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GREEN BRICK PARTNERS INC | 1,346,062 | 10,217,000 | 13.68% | ||
| 2 | PENN NATL GAMING INC | 474,037 | 7,912,000 | 10.59% | ||
| 3 | CALPINE CORP | 399,024 | 6,053,000 | 8.10% | ||
| 4 | J ALEXANDERS HLDGS INC COM | 558,387 | 5,897,000 | 7.89% | ||
| 5 | Greenlight Capital Re LTd. | 256,247 | 5,584,000 | 7.47% | ||
| 6 | GLOBAL EAGLE ENTMT INC | 558,695 | 4,760,000 | 6.37% | ||
| 7 | BLACK KNIGHT FINL SVCS INC CL A | 138,389 | 4,294,000 | 5.75% | ||
| 8 | GAMING & LEISURE PPTYS INC | 136,991 | 4,236,000 | 5.67% | ||
| 9 | BEACON ROOFING SUPPLY INC | 92,318 | 3,786,000 | 5.07% | ||
| 10 | BARNES & NOBLE ED INC COM | 272,623 | 2,672,000 | 3.58% | ||
| 11 | MELCO ENTMT ADR | 153,437 | 2,533,000 | 3.39% | ||
| 12 | BOYD GAMING CORP COM | 121,303 | 2,506,000 | 3.35% | ||
| 13 | SELECT MED HLDGS CORP COM | 200,000 | 2,362,000 | 3.16% | ||
| 14 | NEXSTAR MEDIA GROUP INC | 48,471 | 2,146,000 | 2.87% | ||
| 15 | SUPERVALU Inc | 371,100 | 2,138,000 | 2.86% | ||
| 16 | SINCLAIR BROADCAST GROUP INC | 60,348 | 1,856,000 | 2.48% | ||
| 17 | TITAN INTL INC ILL COM | 310,100 | 1,668,000 | 2.23% | ||
| 18 | KINDRED HEALTHCARE INC | 130,000 | 1,606,000 | 2.15% | ||
| 19 | ISLE OF CAPRI CASINOS INC | 91,000 | 1,274,000 | 1.71% | ||
| 20 | CHEGG INC COM | 217,359 | 969,000 | 1.30% | ||
| 21 | CROCS INC | 25,000 | 241,000 | 0.32% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000919574-16-013185, filed 2016.05.16).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
