Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MERCURY GENL CORP NEW(MCY) | 0 | 585,372 | +585,372 | 0 | 32,722 | 17.82% | +32,722 |
| CAESARS ENTERTAINMENT INC NE(CZR) | 25,556 | 721,993 | +696,437 | 854 | 18,050 | 9.83% | +17,196 |
| ANTERIX INC(ATEX) | 429,015 | 644,413 | +215,398 | 13,158 | 23,586 | 12.85% | +10,428 |
| MAGNERA CORP(MAGN) | 348,954 | 760,278 | +411,324 | 6,340 | 13,807 | 7.52% | +7,466 |
| GOODYEAR TIRE & RUBR CO(GT) | 0 | 533,593 | +533,593 | 0 | 4,930 | 2.69% | +4,930 |
| BURFORD CAP LTD ORD SHS | 1,286,472 | 1,614,006 | +327,534 | 16,403 | 21,321 | 11.61% | +4,919 |
| GENESIS ENERGY L P(GEL) | 188,917 | 210,417 | +21,500 | 1,910 | 3,301 | 1.80% | +1,391 |
| ECARX HOLDINGS INC(ECX) | 46,113 | 46,113 | 0 | 2 | 3 | 0.00% | 0 |
| ILEARNINGENGINES INC | 11,722 | 0 | -11,722 | 0 | 0 | — | -0 |
| COMMUNITY HEALTH SYS INC NEW(CYH) | 3,502,511 | 3,372,934 | -129,577 | 10,473 | 9,107 | 4.96% | -1,366 |
| MACYS INC(M) | 200,000 | 156,870 | -43,130 | 3,386 | 1,970 | 1.07% | -1,416 |
| TALEN ENERGY CORP(TLN) | 158,175 | 132,056 | -26,119 | 31,868 | 26,368 | 14.36% | -5,500 |
| INSPIRED ENTMT INC(INSE) | 1,266,958 | 659,883 | -607,075 | 11,466 | 5,635 | 3.07% | -5,831 |
| FENNEC PHARMACEUTICALS INC(FENC) | 1,114,692 | 84,213 | -1,030,479 | 7,045 | 513 | 0.28% | -6,532 |
| TENET HEALTHCARE CORP(THC) | 234,494 | 165,611 | -68,883 | 29,600 | 22,275 | 12.13% | -7,325 |
| GEO GROUP INC NEW(GEO) | 520,644 | 0 | -520,644 | 14,568 | 0 | — | -14,568 |