| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PENN NATL GAMING INC | 7,000,000 | 96,530,000 | 17.97% | ||
| 2 | PINNACLE ENTMT INC NEW COM | 5,500,000 | 79,750,000 | 14.84% | ||
| 3 | QUALITY CARE PPTYS INC | 5,000,000 | 77,500,000 | 14.43% | ||
| 4 | TEGNA INC | 3,150,000 | 67,379,000 | 12.54% | ||
| 5 | Travelport Worldwide Ltd | 4,675,000 | 65,918,000 | 12.27% | ||
| 6 | MGM RESORTS INTERNATIONAL | 1,750,000 | 50,453,000 | 9.39% | ||
| 7 | ALLY FINANCIAL | 1,550,000 | 29,481,000 | 5.49% | ||
| 8 | INSPIRED ENTMT INC | 2,505,000 | 21,167,000 | 3.94% | ||
| 9 | New York Times Co/The | 1,450,000 | 19,285,000 | 3.59% | ||
| 10 | TRONC INC COM | 1,275,000 | 17,684,000 | 3.29% | ||
| 11 | TOWN SPORTS INTL HLDGS INC | 4,650,000 | 11,625,000 | 2.16% | ||
| 12 | INSPIRED ENTMT INC | 800,000 | 480,000 | 0.09% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001214659-17-001130, filed 2017.02.14).
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.
