| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | EXTENDED STAY AMER INC | 47,661,591 | 930,830,000 | 56.17% | ||
| 2 | ALLY FINANCIAL | 9,236,580 | 193,784,000 | 11.69% | ||
| 3 | TRIBUNE MEDIA CO | 1,409,824 | 85,731,000 | 5.17% | ||
| 4 | ASSURED GUARANTY LTD COM | 3,183,400 | 83,946,000 | 5.07% | Put | |
| 5 | CENTERPOINT ENERGY INC | 3,797,018 | 77,498,000 | 4.68% | ||
| 6 | ISHARES TR | 500,000 | 62,185,000 | 3.75% | Put | |
| 7 | AMBAC FINL GROUP INC | 2,228,114 | 53,921,000 | 3.25% | ||
| 8 | STATE NATL COS INC COM | 4,145,000 | 41,243,000 | 2.49% | ||
| 9 | QUAD / GRAPHICS INC | 1,176,379 | 27,033,000 | 1.63% | ||
| 10 | YPF SOCIEDAD ANONIMA SPON ADR CL D | 936,835 | 25,716,000 | 1.55% | ||
| 11 | MBIA INC | 2,269,900 | 21,111,000 | 1.27% | Put | |
| 12 | TSAKOS ENERGY NAVIGATION LTD SHS | 1,943,623 | 15,899,000 | 0.96% | ||
| 13 | IRSA INVERSIONES Y REP S A GLOBL DEP RCPT | 647,653 | 12,766,000 | 0.77% | ||
| 14 | BALTIC TRADING LIMITED | 7,250,000 | 10,802,000 | 0.65% | ||
| 15 | UNITED STATES | 375,000 | 6,315,000 | 0.38% | Put | |
| 16 | Verso Corp | 2,388,195 | 4,299,000 | 0.26% | ||
| 17 | CRESUD S A C I F Y A | 292,721 | 4,028,000 | 0.24% | ||
| 18 | Vantage Drilling Company | 430,000 | 141,000 | 0.01% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000902664-15-002474, filed 2015.05.13).
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.
