|
Q4 2024
|
24 |
968,856 |
ATI, FUN, NWSA, WSC
|
13F-HR
|
2/14/2025 |
000189268825000085 |
|
Q3 2024
|
18 |
733,935 |
SIX FLAGS ENTERTAINMENT CORP, LYV, CZR, FLTR.L
|
13F-HR
|
11/14/2024 |
000189268824000138 |
|
Q2 2024
|
15 |
580,183 |
HUM, LYV, USFD, CZR
|
13F-HR
|
8/14/2024 |
000189268824000088 |
|
Q1 2024
|
15 |
736,456 |
BLDR, AER, HUM, USFD
|
13F-HR
|
5/15/2024 |
000189268824000056 |
|
Q4 2023
|
16 |
722,187 |
BLDR, WSC, AER, EDR
|
13F-HR
|
2/14/2024 |
000189268824000028 |
|
Q3 2023
|
14 |
787,881 |
CRH, BLDR, APO, WSC
|
13F-HR
|
11/14/2023 |
000189268823000089 |
|
Q2 2023
|
13 |
623,753 |
BLDR, EDR, APO, USFD
|
13F-HR
|
8/14/2023 |
000189268823000067 |
|
Q1 2023
|
12 |
578,618 |
BLDR, APO, FMX, USFD
|
13F-HR
|
5/15/2023 |
000189268823000044 |
|
Q4 2022
|
16 |
560,712 |
BLDR, APO, FMX, WSC
|
13F-HR
|
2/14/2023 |
000189268823000027 |
|
Q3 2022
|
14 |
501,086 |
BLDR, FMX, APO, WSC
|
13F-HR
|
11/14/2022 |
000189268822000074 |
|
Q2 2022
|
15 |
479,748 |
BLDR, ELAN, APO, WSC
|
RESTATEMENT
|
8/16/2022 |
000189268822000066 |
|
Q1 2022
|
15 |
582,969 |
BLDR, ELAN, APO, WSC
|
13F-HR
|
5/16/2022 |
000189268822000038 |
|
Q4 2021
|
17 |
703,086 |
BLDR, ELAN, WSC, USFD
|
13F-HR
|
2/14/2022 |
000189268822000016 |
|
Q3 2021
|
18 |
667,957 |
BLDR, ELAN, CNC calls, WSC
|
13F-HR
|
11/15/2021 |
000178212421000011 |
|
Q2 2021
|
23 |
601,567 |
ELAN, WSC, TMUS, USFD
|
13F-HR
|
8/16/2021 |
000178212421000009 |
|
Q1 2021
|
24 |
504,342 |
ELAN, WSC, UBER, TMUS
|
13F-HR
|
5/17/2021 |
000178212421000006 |
|
Q4 2020
|
16 |
420,483 |
WSC, TMUS, TVTY, MODG
|
13F-HR
|
2/16/2021 |
000178212421000005 |
|
Q3 2020
|
14 |
293,378 |
WSC, TMUS, CHTR, TMHC
|
13F-HR
|
11/16/2020 |
000178212420000006 |
|
Q2 2020
|
15 |
264,273 |
HCA calls, TMHC, WSC, CHTR
|
13F-HR
|
8/14/2020 |
000169677820000003 |
|
Q1 2020
|
17 |
157,471 |
ATUS, WSC, TMHC, TVTY
|
13F-HR
|
5/15/2020 |
000178212420000003 |
|
Q4 2019
|
15 |
286,275 |
ATUS, WLH, BX puts, WSC
|
13F-HR
|
2/14/2020 |
000178212420000002 |