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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| CBL | CBL & ASSOC PPTYS INC | 44.64% | 7,416,294 | $393,731,048 | -1,050,000 | -12.4% | $53.09 | 13F |
| AMBP | ARDAGH METAL PACKAGING S A | 5.58% | 10,385,711 | $49,228,270 | -1,137,617 | -9.87% | $4.74 | 13F |
| COMP | COMPASS INC | 4.84% | 3,463,162 | $42,700,787 | -36,712 | -1.05% | $12.33 | 13F |
| QRVO | QORVO INC | 4.1% | 387,903 | $36,179,713 | -234,072 | -37.63% | $93.27 | 13F |
| EA | ELECTRONIC ARTS INC | 2.32% | 100,000 | $20,504,000 | -175,994 | -63.77% | $205.04 | 13F |
| SDRL | SEADRILL LTD | 1.43% | 332,630 | $12,580,067 | -929,149 | -73.64% | $37.82 | 13F |
| MBC | MASTERBRAND INC | 1.26% | 1,077,523 | $11,087,712 | -614,378 | -36.31% | $10.29 | 13F |
| ATKR | ATKORE INC | 1.2% | 139,700 | $10,622,788 | -165,300 | -54.2% | $76.04 | 13F |