Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CAESARS ENTERTAINMENT INC NE(CZR) | 0 | 2,419,684 | +2,419,684 | 0 | 60,492 | 33.29% | +60,492 |
| DEVON ENERGY CORP NEW(DVN)(Put) | 0 | 1,000,000 | +1,000,000 | 0 | 37,400 | — | +37,400 |
| SURGERY PARTNERS INC(SGRY) | 1,139,227 | 1,371,702 | +232,475 | 24,117 | 32,578 | 17.93% | +8,460 |
| DIEBOLD NIXDORF INC(DBD) | 2,033,104 | 2,027,680 | -5,424 | 87,505 | 88,650 | 48.78% | +1,145 |
| HERTZ GLOBAL HLDGS INC | 1,683,087 | 0 | -1,683,087 | 3,619 | 0 | — | -3,619 |
| BAUSCH HEALTH COS INC | 1,853,379 | 0 | -1,853,379 | 14,938 | 0 | — | -14,938 |