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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| PENN | PENN ENTERTAINMENT INC | 58.59% | 5,398,590 | $115,313,882 | -276,410 | -4.87% | $21.36 | 13F |
| FAF | FIRST AMERN FINL CORP | 23.52% | 675,000 | $46,298,250 | No Change | $68.59 | 13F | |
| UGI | UGI CORP NEW (PRN) | 12.6% | 18,380,000 | $24,793,701 | 3,502,000 | 23.54% | $1.35 | 13F |
| FOSL | FOSSIL GROUP INC | 4.55% | 2,163,349 | $8,956,265 | No Change | $4.14 | 13F | |
| OPTU | OPTIMUM COMMUNICATIONS INC | 0.74% | 1,001,744 | $1,452,529 | -1,298,256 | -56.45% | $1.45 | 13F |
| DRVN | DRIVEN BRANDS HLDGS INC | -950,000 | Exited | 13F | ||||
| PRKS | UNITED PARKS & RESORTS INC | -600,000 | Exited | 13F |