| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | EXTENDED STAY AMER INC | 47,661,591 | 894,608,000 | 38.50% | ||
| 2 | ISHARES TR | 6,500,000 | 811,590,000 | 34.92% | Put | |
| 3 | ALLY FINANCIAL | 8,661,580 | 194,280,000 | 8.36% | ||
| 4 | MACYS INC | 1,195,000 | 80,627,000 | 3.47% | ||
| 5 | TRIBUNE MEDIA CO | 1,509,824 | 80,610,000 | 3.47% | ||
| 6 | CENTERPOINT ENERGY INC | 3,472,018 | 66,073,000 | 2.84% | ||
| 7 | STATE NATL COS INC COM | 4,145,000 | 44,890,000 | 1.93% | ||
| 8 | AMBAC FINL GROUP INC | 2,170,514 | 36,117,000 | 1.55% | ||
| 9 | YPF SOCIEDAD ANONIMA SPON ADR CL D | 1,036,835 | 28,440,000 | 1.22% | ||
| 10 | TSAKOS ENERGY NAVIGATION LTD SHS | 1,943,623 | 18,523,000 | 0.80% | ||
| 11 | MACYS INC | 220,000 | 14,843,000 | 0.64% | Call | |
| 12 | QUAD / GRAPHICS INC | 702,796 | 13,008,000 | 0.56% | ||
| 13 | IRSA INVERSIONES Y REP S A GLOBL DEP RCPT | 647,653 | 11,625,000 | 0.50% | ||
| 14 | BALTIC TRADING LIMITED | 7,250,000 | 11,600,000 | 0.50% | ||
| 15 | HALLIBURTON | 200,000 | 8,614,000 | 0.37% | ||
| 16 | CRESUD S A C I F Y A | 525,128 | 6,837,000 | 0.29% | ||
| 17 | Verso Corp | 2,388,195 | 1,576,000 | 0.07% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000902664-15-003410, 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.
