Q2 2024 |
10 |
$1.54B |
+$120M |
-$243M |
-$123M |
PENN, FAF, R, BYD, CZR
|
13F-HR |
8/14/2024, 04:05 PM |
Q1 2024 |
12 |
$1.74B |
+$109M |
-$212M |
-$102M |
FAF, PENN, R, CZR, BYD
|
13F-HR |
5/15/2024, 04:05 PM |
Q4 2023 |
11 |
$1.95B |
+$59.1M |
-$251M |
-$192M |
FAF, PENN, R, CZR, ODP
|
13F-HR |
2/14/2024, 04:05 PM |
Q3 2023 |
13 |
$1.94B |
+$131M |
-$476M |
-$346M |
FAF, PENN, R, CZR, ODP
|
13F-HR |
11/14/2023, 04:05 PM |
Q2 2023 |
12 |
$2.26B |
+$20.2M |
-$183M |
-$163M |
FAF, R, PENN, CZR, ODP
|
13F-HR |
8/14/2023, 04:05 PM |
Q1 2023 |
13 |
$2.46B |
+$148M |
-$216M |
-$68.4M |
FAF, R, PENN, CZR, BYD
|
13F-HR |
5/15/2023, 01:59 PM |
Q4 2022 |
16 |
$2.35B |
+$120M |
-$219M |
-$98.6M |
FAF, R, PENN, CZR, ODP
|
13F-HR |
2/14/2023, 04:05 PM |
Q3 2022 |
16 |
$2.18B |
+$216M |
-$364M |
-$148M |
FAF, R, BYD, PENN, CZR
|
13F-HR |
11/10/2022, 05:28 PM |
Q2 2022 |
20 |
$2.42B |
+$402M |
-$593M |
-$191M |
FAF, R, BYD, CZR, ODP
|
13F-HR |
8/12/2022, 04:05 PM |
Q1 2022 |
22 |
$3.31B |
+$990M |
-$282M |
+$708M |
FAF, R, BYD, ODP, ATUS
|
13F-HR |
5/16/2022, 04:05 PM |
Q4 2021 |
24 |
$2.79B |
+$717M |
-$599M |
+$118M |
FAF, BYD, R, ODP, ATUS
|
13F-HR |
2/14/2022, 04:06 PM |
Q3 2021 |
25 |
$2.64B |
+$1.03B |
-$634M |
+$397M |
FAF, BYD, ODP, COOP, BLDR
|
13F-HR |
11/15/2021, 04:05 PM |
Q2 2021 |
27 |
$2.2B |
+$928M |
-$701M |
+$227M |
FAF, ODP, PENN, SBGI, COOP
|
13F-HR |
8/16/2021, 04:05 PM |
Q1 2021 |
23 |
$1.87B |
+$869M |
-$443M |
+$426M |
ODP, FAF, VVV, COOP, SBGI
|
13F-HR |
5/14/2021, 03:46 PM |
Q4 2020 |
27 |
$1.29B |
+$567M |
-$843M |
-$276M |
SBGI, ODP, CPRI, VVV, TVTY
|
13F-HR |
2/12/2021, 04:19 PM |
Q3 2020 |
31 |
$1.33B |
+$519M |
-$403M |
+$115M |
VVV, ODP, SBGI, SYF, MGP
|
13F-HR |
11/16/2020, 10:40 AM |
Q2 2020 |
20 |
$1.11B |
+$393M |
-$588M |
-$195M |
AAN, VVV, SBGI, TGNA, SYF
|
13F-HR |
8/14/2020, 04:26 PM |
Q1 2020 |
22 |
$1.03B |
+$666M |
-$260M |
+$406M |
TGNA, PEB, CZR, EXPE, STAY
|
13F-HR |
5/14/2020, 04:05 PM |
Q4 2019 |
19 |
$1.07B |
+$510M |
-$689M |
-$179M |
ERI, EXPE, TGNA, TVTY, PEB
|
13F-HR |
2/13/2020, 04:10 PM |
Q3 2019 |
18 |
$1.04B |
+$212M |
-$502M |
-$290M |
ERI, PENN, OC, NCLH, TVTY
|
13F-HR |
11/13/2019, 04:05 PM |
Q2 2019 |
20 |
$1.38B |
+$781M |
-$730M |
+$51.5M |
OC, ERI, NCLH, PENN, PLAY
|
13F-HR |
8/13/2019, 06:05 PM |
Q1 2019 |
22 |
$1.36B |
+$1.12B |
-$312M |
+$805M |
CZR, NCLH, TSG, PENN, KAR
|
13F-HR |
5/14/2019, 04:17 PM |
Q4 2018 |
12 |
$534M |
+$269M |
-$1.39B |
-$1.12B |
NXST, TRCO, DRH, VICI, CLUBQ
|
13F-HR |
2/14/2019, 04:01 PM |
Q3 2018 |
18 |
$1.64B |
+$807M |
-$463M |
+$344M |
CZR, TRCO, MGM, SBGI, LHO
|
13F-HR |
11/14/2018, 04:05 PM |
Q2 2018 |
16 |
$1.35B |
+$344M |
-$423M |
-$79.7M |
LHO, SBGI, MGM, VICI, CLUBQ
|
13F-HR |
8/14/2018, 04:02 PM |
Q1 2018 |
19 |
$1.26B |
+$739M |
-$204M |
+$535M |
SBGI, LHO, VICI, CRTO, DDR
|
13F-HR |
5/15/2018, 04:01 PM |
Q4 2017 |
13 |
$772M |
+$358M |
-$378M |
-$19.3M |
SBGI, ZAYO, CRTO, DDR, TVPT
|
13F-HR |
2/14/2018, 04:04 PM |
Q3 2017 |
9 |
$720M |
+$151M |
-$313M |
-$162M |
SBGI, PENN, PNK, SRC, CLUBQ
|
13F-HR |
11/14/2017, 04:03 PM |
Q2 2017 |
10 |
$813M |
+$398M |
-$279M |
+$120M |
SRC, PENN, SBGI, PNK, TVPT
|
13F-HR |
8/14/2017, 04:03 PM |
Q1 2017 |
11 |
$634M |
+$185M |
-$165M |
+$19.6M |
PENN, PNK, TVPT, CAB, ALLY
|
13F-HR |
5/15/2017, 04:02 PM |
Q4 2016 |
12 |
$537M |
+$305M |
-$327M |
-$21.8M |
PENN, PNK, QCP, TGNA, TVPT
|
13F-HR |
2/14/2017, 04:03 PM |
Q3 2016 |
14 |
$560M |
+$247M |
-$140M |
+$107M |
CAB, PNK, TRNC, RCL, A104PS
|
Restatement |
11/15/2016, 08:24 AM |
Q2 2016 |
11 |
$415M |
+$203M |
-$334M |
-$131M |
A104PS, MGM, PNK, TRNC, TVPT
|
13F-HR |
8/15/2016, 05:36 PM |
Q1 2016 |
12 |
$544M |
+$110M |
-$197M |
-$86.8M |
PNK, MGM, A104PS, TVPT, CHDN
|
13F-HR |
5/16/2016, 04:01 PM |
Q4 2015 |
15 |
$605M |
+$100M |
-$234M |
-$134M |
PNK, MGM, HMIN, FCEA, CHDN
|
13F-HR |
2/16/2016, 04:01 PM |
Q3 2015 |
15 |
$729M |
+$248M |
-$143M |
+$105M |
PNK, M, MGM, HMIN, FCEA
|
Restatement |
11/17/2015, 02:18 PM |
Q2 2015 |
16 |
$708M |
+$261M |
-$88.8M |
+$172M |
PNK, M, QUNR, AHT, HMIN
|
13F-HR |
8/14/2015, 11:00 AM |
Q1 2015 |
14 |
$552M |
+$177M |
-$231M |
-$53.3M |
PNK, M, AHT, TRIP, CTRP
|
13F-HR |
5/15/2015, 04:01 PM |
Q4 2014 |
12 |
$529M |
+$141M |
-$350M |
-$210M |
PNK, LTM, M, TVPT, OWW
|
13F-HR |
2/17/2015, 04:14 PM |
Q3 2014 |
9 |
$726M |
+$386M |
-$27.1M |
+$358M |
T104PS, PNK, MLCO, LTM, TVPT
|
Restatement |
11/17/2014, 04:24 PM |
Q2 2014 |
7 |
$401M |
+$148M |
-$121M |
+$26.4M |
PNK, T104PS, AHT, MLCO, CZR
|
13F-HR |
8/14/2014, 04:02 PM |
Q1 2014 |
11 |
$376M |
+$201M |
-$179M |
+$21.9M |
PNK, T104PS, AHT, NRF, CLDT
|
13F-HR |
5/15/2014, 04:10 PM |
Q4 2013 |
12 |
$349M |
$0 |
$0 |
|
PNK, COLE, NRF, VRE, CZR
|
13F-HR |
2/14/2014, 04:19 PM |