Securities ▲▼ | Shares | Value | |||||
|---|---|---|---|---|---|---|---|
Q3 2024 ▲▼ | Q4 2024 ▲▼ | Change ▲▼ | Q3 2024 ▲▼ | Q4 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| PENN Entertainment, Inc.(PENN) | 14,500,000 | 14,500,000 | 0 | $273.47M | $287.39M | 21.67% | +$13.92M |
| First American Financial Corporation(FAF) | 3,800,000 | 3,345,000 | -455,000 | $250.84M | $208.86M | 15.75% | -$41.98M |
| Ryder System, Inc.(R) | 1,650,000 | 1,200,000 | -450,000 | $240.57M | $188.23M | 14.19% | -$52.34M |
| Playa Hotels & Resorts NvSHS | 12,500,000 | 12,500,000 | 0 | $96.88M | $158.13M | 11.92% | +$61.25M |
| Boyd Gaming Corporation(BYD) | 3,000,000 | 2,000,000 | -1,000,000 | $193.95M | $145.08M | 10.94% | -$48.87M |
| Driven Brands Holdings Inc.(DRVN) | 7,550,000 | 7,400,000 | -150,000 | $107.74M | $119.44M | 9.01% | +$11.70M |
| MGM Resorts International(MGM) | 2,500,000 | 3,000,000 | +500,000 | $97.72M | $103.95M | 7.84% | +$6.22M |
| Caesars Entertainment, Inc.(CZR) | 500,000 | 2,250,000 | +1,750,000 | $20.87M | $75.19M | 5.67% | +$54.33M |
| United Parks & Resorts Inc.(PRKS) | 1,300,000 | 500,000 | -800,000 | $65.78M | $28.09M | 2.12% | -$37.69M |
| Modivcare Inc | 1,200,000 | 1,000,000 | -200,000 | $17.14M | $11.84M | 0.89% | -$5.30M |