$237Million
Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
---|---|---|---|---|---|---|---|
AMTB | AMERANT BANCORP INC | 2.54 | 259,134 | 6,035,230 | UNCHANGED | 0.00 | |
CHEF | CHEFS WHSE INC | 4.40 | 277,505 | 10,450,800 | UNCHANGED | 0.00 | |
CLDT | CHATHAM LODGING TR | 0.28 | 65,011 | 657,261 | UNCHANGED | 0.00 | |
CRESW | CRESUD S A C I F Y A | 0.01 | 50,710 | 26,076 | UNCHANGED | 0.00 | |
FAF | FIRST AMERN FINL CORP | 25.91 | 1,008,860 | 61,591,000 | UNCHANGED | 0.00 | |
GOOG | ALPHABET INC | 3.29 | 51,837 | 7,823,760 | REDUCED | -36.79 | |
IRS | IRSA INVERSIONES Y REP S A | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
OUT | OUTFRONT MEDIA INC | 26.70 | 3,780,220 | 63,469,900 | REDUCED | -13.82 | |
PEB | PEBBLEBROOK HOTEL TR | 0.47 | 73,120 | 1,126,780 | UNCHANGED | 0.00 | |
PFGC | PERFORMANCE FOOD GROUP CO | 21.32 | 678,738 | 50,661,000 | REDUCED | -23.13 | |
PK | PARK HOTELS & RESORTS INC | 12.97 | 1,762,080 | 30,818,800 | REDUCED | -20.82 | |
SABR | SABRE CORP | 1.66 | 1,629,120 | 3,942,470 | UNCHANGED | 0.00 | |
SABRE GLBL INC | 0.40 | 1,000,000 | 944,140 | UNCHANGED | 0.00 | ||
IRSA INVERSIONES Y REP S A | 0.06 | 199,336 | 135,529 | UNCHANGED | 0.00 |