|
Q3 2024
|
10 |
1,364,952 |
PENN, FAF, R, BYD
|
13F-HR
|
11/14/2024 |
000121465924019165 |
|
Q2 2024
|
10 |
1,540,336 |
PENN, FAF, R, BYD
|
13F-HR
|
8/14/2024 |
000121465924014709 |
|
Q1 2024
|
13 |
1,744,997 |
FAF, PENN, R, CZR
|
13F-HR
|
5/15/2024 |
000121465924009335 |
|
Q4 2023
|
12 |
1,956,881 |
FAF, PENN, R, CZR
|
13F-HR
|
2/14/2024 |
000121465924002899 |
|
Q3 2023
|
16 |
3,161,365 |
SPDR S&P 500 ETF TR puts, FAF, INVESCO QQQ TR puts, PENN
|
13F-HR
|
11/14/2023 |
000121465923015143 |
|
Q2 2023
|
14 |
3,520,275 |
SPDR S&P 500 ETF TR puts, FAF, R, ISHARES TR puts
|
13F-HR
|
8/14/2023 |
000121465923011294 |
|
Q1 2023
|
16 |
3,467,906 |
SPDR S&P 500 ETF TR puts, FAF, R, PENN
|
13F-HR
|
5/15/2023 |
000121465923007099 |
|
Q4 2022
|
17 |
2,503,793 |
FAF, R, PENN, CZR
|
13F-HR
|
2/14/2023 |
000121465923002431 |
|
Q3 2022
|
17 |
2,216,567 |
FAF, R, BYD, PENN
|
13F-HR
|
11/10/2022 |
000121465922013513 |
|
Q2 2022
|
21 |
2,529,475 |
FAF, R, BYD, CZR
|
13F-HR
|
8/12/2022 |
000121465922010006 |
|
Q1 2022
|
29 |
3,386,370 |
FAF, R, BYD, ODP
|
13F-HR
|
5/16/2022 |
000121465922007038 |
|
Q4 2021
|
24 |
2,791,292 |
FAF, BYD, R, ODP
|
13F-HR
|
2/14/2022 |
000121465922002595 |
|
Q3 2021
|
25 |
2,638,307 |
FAF, BYD, ODP, COOP
|
13F-HR
|
11/15/2021 |
000121465921011807 |
|
Q2 2021
|
27 |
2,216,725 |
FAF, ODP, PENN, SBGI
|
13F-HR
|
8/16/2021 |
000121465921008654 |
|
Q1 2021
|
23 |
1,872,647 |
ODP, FAF, VVV, COOP
|
13F-HR
|
5/14/2021 |
000121465921005400 |
|
Q4 2020
|
27 |
1,290,366 |
SBGI, ODP, CPRI, VVV
|
13F-HR
|
2/12/2021 |
000121465921001690 |
|
Q3 2020
|
31 |
1,326,301 |
VVV, ODP, SBGI, SYF
|
13F-HR
|
11/16/2020 |
000121465920009525 |
|
Q2 2020
|
20 |
1,111,836 |
AAN.A, VVV, SBGI, TGNA
|
13F-HR
|
8/14/2020 |
000121465920007195 |
|
Q1 2020
|
22 |
1,025,587 |
TGNA, PEB, CZR, EXPE
|
13F-HR
|
5/14/2020 |
000121465920004569 |
|
Q4 2019
|
19 |
1,065,863 |
ELDORADO RESORTS INC, EXPE, TGNA, TVTY
|
13F-HR
|
2/13/2020 |
000121465920001332 |
|
Q3 2019
|
18 |
1,043,946 |
ELDORADO RESORTS INC, PENN, OC, NCLH
|
13F-HR
|
11/13/2019 |
000121465919007096 |
|
Q2 2019
|
20 |
1,376,848 |
OC, ELDORADO RESORTS INC, NCLH, PENN
|
13F-HR
|
8/14/2019 |
000121465919005195 |
|
Q1 2019
|
22 |
1,357,722 |
CZR, NCLH, STARS GROUP INC, PENN
|
13F-HR
|
5/14/2019 |
000121465919003474 |
|
Q4 2018
|
12 |
533,907 |
NXST, TRCO, DRH, VICI
|
13F-HR
|
2/14/2019 |
000121465919001194 |
|
Q3 2018
|
18 |
1,644,891 |
CZR, TRCO, MGM, SBGI
|
13F-HR
|
11/14/2018 |
000121465918007152 |
|
Q2 2018
|
20 |
1,721,763 |
LHO, SBGI, MGM, VICI
|
13F-HR
|
8/14/2018 |
000121465918005504 |
|
Q1 2018
|
21 |
1,493,676 |
SBGI, LHO, CMCSA calls, VICI
|
13F-HR
|
5/15/2018 |
000121465918003774 |
|
Q4 2017
|
15 |
953,164 |
SBGI, CMCSA calls, ZAYO, CRTO
|
13F-HR
|
2/14/2018 |
000121465918001268 |
|
Q3 2017
|
10 |
740,497 |
SBGI, PENN, PNK, SRC
|
13F-HR
|
11/14/2017 |
000121465917006708 |
|
Q2 2017
|
13 |
1,193,752 |
SPY puts, SRC, PENN, SBGI
|
13F-HR
|
8/14/2017 |
000121465917005080 |
|
Q1 2017
|
13 |
1,021,164 |
SPY puts, PENN, PNK, TVPT
|
13F-HR
|
5/15/2017 |
000121465917003390 |
|
Q4 2016
|
12 |
537,252 |
PENN, PNK, QCP, TGNA
|
13F-HR
|
2/14/2017 |
000121465917001130 |
|
Q3 2016
|
16 |
773,140 |
HYG puts, CAB, PNK, TPCO
|
RESTATEMENT
|
11/15/2016 |
000121465916014661 |
|
Q2 2016
|
13 |
442,601 |
HLT, MGM, PNK, TPCO
|
13F-HR
|
8/16/2016 |
000121465916013267 |
|
Q1 2016
|
12 |
543,839 |
PNK, MGM, HLT, TVPT
|
13F-HR
|
5/16/2016 |
000121465916011623 |
|
Q4 2015
|
16 |
616,278 |
PNK, MGM, HMIN, FCE.A
|
13F-HR
|
2/16/2016 |
000121465916009595 |
|
Q3 2015
|
17 |
837,938 |
PNK, M, MGM, HMIN
|
RESTATEMENT
|
11/17/2015 |
000121465915007835 |
|
Q2 2015
|
18 |
825,205 |
PNK, M, M calls, QUNR
|
13F-HR
|
8/14/2015 |
000121465915006054 |
|
Q1 2015
|
18 |
801,469 |
PNK, GM calls, M, AHT
|
13F-HR
|
5/15/2015 |
000121465915004025 |
|
Q4 2014
|
14 |
568,129 |
PNK, LTM, M, TVPT
|
13F-HR
|
2/17/2015 |
000121465915001431 |
|
Q3 2014
|
11 |
937,358 |
IWM puts, AMERICAN RLTY CAP PPTYS INC, PNK, 0A2P.IL
|
RESTATEMENT
|
11/17/2014 |
000121465914007790 |
|
Q2 2014
|
10 |
611,956 |
IWM puts, PNK, AMERICAN RLTY CAP PPTYS INC, AHT
|
13F-HR
|
8/14/2014 |
000121465914005946 |
|
Q1 2014
|
12 |
434,176 |
PNK, AMERICAN RLTY CAP PPTYS INC, AHT, IWM puts
|
13F-HR
|
5/15/2014 |
000121465914003652 |
|
Q4 2013
|
15 |
449,057 |
PNK, IWM puts, COLE, NORTHSTAR RLTY FIN CORP
|
13F-HR
|
2/14/2014 |
000121465914001241 |