| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | EXTENDED STAY AMER INC | 37,348,258 | 530,346,000 | 43.38% | ||
| 2 | AMERICAN RENAL ASSOCIATES HO COM | 17,615,836 | 321,841,000 | 26.33% | ||
| 3 | CONTINENTAL RESOURE | 1,300,000 | 67,548,000 | 5.53% | Put | |
| 4 | ATLANTICA YIELD PLC | 3,271,454 | 62,190,000 | 5.09% | ||
| 5 | ALLY FINANCIAL | 2,757,415 | 53,687,000 | 4.39% | ||
| 6 | STATE NATL COS INC COM | 4,145,000 | 46,092,000 | 3.77% | ||
| 7 | TRIBUNE MEDIA CO | 688,024 | 25,126,000 | 2.06% | ||
| 8 | AMBAC FINL GROUP INC | 812,141 | 14,936,000 | 1.22% | ||
| 9 | Verso Corp | 2,022,861 | 13,047,000 | 1.07% | ||
| 10 | YPF SOCIEDAD ANONIMA SPON ADR CL D | 646,835 | 11,785,000 | 0.96% | ||
| 11 | GENCO SHIPPING & TRADING LTD | 2,276,158 | 10,425,000 | 0.85% | ||
| 12 | CIVEO CORP CDA | 8,883,810 | 10,127,000 | 0.83% | ||
| 13 | CRESUD S A C I F Y A | 525,128 | 9,379,000 | 0.77% | ||
| 14 | IRSA INVERSIONES Y REP S A GLOBL DEP RCPT | 448,953 | 8,525,000 | 0.70% | ||
| 15 | MEDEQUITIES RLTY TR INC COM | 637,000 | 7,484,000 | 0.61% | ||
| 16 | W T OFFSHORE INC | 4,121,051 | 7,253,000 | 0.59% | ||
| 17 | WMI HOLDINGS CORP. | 2,603,867 | 6,093,000 | 0.50% | ||
| 18 | WALTER INVT MGMT CORP | 10,132,000 | 5,820,000 | 0.48% | PRN | |
| 19 | NATURAL RESOURCE PARTNERS L | 128,749 | 3,593,000 | 0.29% | ||
| 20 | APPROACH RESOURCES INC | 468,755 | 1,585,000 | 0.13% | ||
| 21 | MURPHY OIL | 50,000 | 1,520,000 | 0.12% | Put | |
| 22 | Gastar Exploration, Ltd. | 1,539,000 | 1,300,000 | 0.11% | ||
| 23 | Jernigan Capital, Inc. | 57,100 | 1,094,000 | 0.09% | ||
| 24 | QUAD / GRAPHICS INC | 23,777 | 636,000 | 0.05% | ||
| 25 | WALTER INVESTMENT MGMT CORP | 127,433 | 517,000 | 0.04% | ||
| 26 | INTELSAT S A | 140,729 | 381,000 | 0.03% | ||
| 27 | OI S A | 36,300 | 206,000 | 0.02% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000902664-16-008801, filed 2016.11.14).
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.
