| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CF INDS HLDGS INC | 1,675,000 | 41,540,000 | 33.95% | ||
| 2 | LIBERTY MEDIA CORP | 36,611,000 | 23,098,000 | 18.88% | PRN | |
| 3 | CLEAR CHANNEL OUTDOOR HLDGS CL A | 2,681,000 | 17,025,000 | 13.91% | ||
| 4 | MACYS INC | 500,000 | 16,500,000 | 13.48% | ||
| 5 | BEAZER HOMES USA INC | 1,094,000 | 8,255,000 | 6.75% | ||
| 6 | LIBERTY MEDIA CORP | 12,064,000 | 7,882,000 | 6.44% | PRN | |
| 7 | AEGEAN MARINE PETE NETWORK I | 9,500,000 | 7,529,000 | 6.15% | PRN | |
| 8 | ISLE OF CAPRI CASINOS INC | 30,000 | 542,000 | 0.44% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000950123-16-019830, filed 2016.08.12).
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.
