| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TRI POINTE HOMES INC COM | 11,985,905 | 184,942,000 | 48.72% | ||
| 2 | OPUS BK IRVINE CALIF | 4,486,250 | 162,313,000 | 42.76% | ||
| 3 | CAESARS ACQUISITION CO CL A | 2,553,846 | 17,570,000 | 4.63% | ||
| 4 | CAESARS ENTMT CORP | 2,417,025 | 14,792,000 | 3.90% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001144204-15-049472, filed 2015.08.14).
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.