| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ELDORADO RESORTS INC COM | 2,376,177 | 26,138,000 | 22.50% | ||
| 2 | MONARCH CASINO & RESORT INC COM | 611,353 | 13,890,000 | 11.96% | ||
| 3 | GRAHAM CORP | 669,390 | 11,259,000 | 9.69% | ||
| 4 | EZCORP INC CL A NON VTG | 2,185,173 | 10,904,000 | 9.39% | ||
| 5 | WORLD PT TERMS LP | 761,681 | 10,207,000 | 8.79% | ||
| 6 | KIRBY CORP | 174,440 | 9,179,000 | 7.90% | ||
| 7 | FLOWSERVE CORP | 156,918 | 6,603,000 | 5.68% | ||
| 8 | ARMSTRONG WORLD INDS INC NEW COM | 141,986 | 6,493,000 | 5.59% | ||
| 9 | US AUTO | 1,903,928 | 5,617,000 | 4.83% | ||
| 10 | C&J ENERGY SVCS LTD | 840,400 | 4,000,000 | 3.44% | ||
| 11 | CARE COM INC COM | 458,941 | 3,286,000 | 2.83% | ||
| 12 | LIBERTY TAX INC | 100,000 | 2,383,000 | 2.05% | ||
| 13 | IGNITE RESTAURANT GROUP INCORPORATED | 505,349 | 2,122,000 | 1.83% | ||
| 14 | PLAINS GP HLDGS L P CL A | 200,000 | 1,890,000 | 1.63% | ||
| 15 | Dynamic Materials | 217,189 | 1,518,000 | 1.31% | ||
| 16 | GOLDEN ENTMT INC COM | 67,723 | 693,000 | 0.60% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001315863-16-001210, filed 2016.02.16).
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.
