| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TRI POINTE HOMES INC COM | 11,985,905 | 137,598,000 | 38.84% | ||
| 2 | OPUS BK IRVINE CALIF | 3,390,250 | 101,877,000 | 28.76% | ||
| 3 | BELMOND LTD | 4,475,000 | 59,741,000 | 16.86% | ||
| 4 | CAESARS ACQUISITION CO CL A | 2,553,846 | 34,477,000 | 9.73% | ||
| 5 | CAESARS ENTMT CORP | 2,417,025 | 20,545,000 | 5.80% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001144204-17-008924, filed 2017.02.14).
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.
