| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ELDORADO RESORTS INC COM | 2,526,177 | 28,899,000 | 23.64% | ||
| 2 | MONARCH CASINO & RESORT INC COM | 631,353 | 12,286,000 | 10.05% | ||
| 3 | WORLD PT TERMS LP | 761,681 | 11,082,000 | 9.06% | ||
| 4 | ARMSTRONG WORLD INDS INC NEW COM | 224,486 | 10,858,000 | 8.88% | ||
| 5 | GRAHAM CORP | 519,390 | 10,341,000 | 8.46% | ||
| 6 | FLOWSERVE CORP | 206,918 | 9,189,000 | 7.52% | ||
| 7 | EZCORP INC CL A NON VTG | 3,085,173 | 9,163,000 | 7.49% | ||
| 8 | KIRBY CORP | 134,440 | 8,105,000 | 6.63% | ||
| 9 | US AUTO | 2,399,982 | 6,144,000 | 5.03% | ||
| 10 | ISLE OF CAPRI CASINOS INC | 343,656 | 4,811,000 | 3.94% | ||
| 11 | CARE COM INC COM | 485,841 | 2,988,000 | 2.44% | ||
| 12 | GOLDEN ENTMT INC COM | 200,823 | 2,177,000 | 1.78% | ||
| 13 | LANDAUER INC | 60,002 | 1,984,000 | 1.62% | ||
| 14 | IGNITE RESTAURANT GROUP INCORPORATED | 505,349 | 1,637,000 | 1.34% | ||
| 15 | Dynamic Materials | 217,189 | 1,407,000 | 1.15% | ||
| 16 | C&J ENERGY SVCS LTD | 840,400 | 1,185,000 | 0.97% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001315863-16-001476, 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.
