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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| PENN | PENN ENTERTAINMENT INC | 44.71% | 5,675,000 | $85,295,250 | -575,000 | -9.2% | $15.03 | 13F |
| FAF | FIRST AMERN FINL CORP | 21.33% | 675,000 | $40,695,750 | No Change | $60.29 | 13F | |
| UGI | UGI CORP NEW (PRN) | 10.96% | 14,878,000 | $20,911,505 | 14,878,000 | New | $1.41 | 13F |
| PRKS | UNITED PARKS & RESORTS INC | 10.27% | 600,000 | $19,596,000 | 600,000 | New | $32.66 | 13F |
| DRVN | DRIVEN BRANDS HLDGS INC | 6.28% | 950,000 | $11,979,500 | -4,300,000 | -81.9% | $12.61 | 13F |
| FOSL | FOSSIL GROUP INC | 4.89% | 2,163,349 | $9,324,034 | No Change | $4.31 | 13F | |
| OPTU | OPTIMUM COMMUNICATIONS INC | 1.57% | 2,300,000 | $2,990,000 | No Change | $1.3 | 13F | |
| NVRI | ENVIRI CORP | -1,250,000 | Exited | 13F | ||||
| EQH | EQUITABLE HLDGS INC | -400,000 | Exited | 13F |