Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2024 ▲▼ | Q4 2024 ▲▼ | Change ▲▼ | Q3 2024 ▲▼ | Q4 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| PLAYA HOTELS & RESORTS NV | 12,500,000 | 12,500,000 | 0 | 96,875 | 158,125 | 11.92% | +61,250 |
| CAESARS ENTERTAINMENT INC NE(CZR) | 500,000 | 2,250,000 | +1,750,000 | 20,870 | 75,195 | 5.67% | +54,325 |
| PENN ENTERTAINMENT INC(PENN) | 14,500,000 | 14,500,000 | 0 | 273,470 | 287,390 | 21.67% | +13,920 |
| DRIVEN BRANDS HLDGS INC(DRVN) | 7,550,000 | 7,400,000 | -150,000 | 107,739 | 119,436 | 9.01% | +11,698 |
| MGM RESORTS INTERNATIONAL(MGM) | 2,500,000 | 3,000,000 | +500,000 | 97,725 | 103,950 | 7.84% | +6,225 |
| MODIVCARE INC | 1,200,000 | 1,000,000 | -200,000 | 17,136 | 11,840 | 0.89% | -5,296 |
| UNITED PARKS & RESORTS INC(PRKS) | 1,300,000 | 500,000 | -800,000 | 65,780 | 28,095 | 2.12% | -37,685 |
| FIRST AMERN FINL CORP(FAF) | 3,800,000 | 3,345,000 | -455,000 | 250,838 | 208,862 | 15.75% | -41,976 |
| BOYD GAMING CORP(BYD) | 3,000,000 | 2,000,000 | -1,000,000 | 193,950 | 145,080 | 10.94% | -48,870 |
| RYDER SYS INC(R) | 1,650,000 | 1,200,000 | -450,000 | 240,570 | 188,232 | 14.19% | -52,338 |