Location: New York, NY
CIK: 0001364412 · Show all filings
Period: Q3 2020 (← Previous) (Next →)
Filing Date: Nov 5, 2020
Total Value: $579M (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| SGI | TEMPUR SEALY INTL INC | 2,950,000 | $263M | 45.5% | $11.78 | +75.5% | COM | 88023U101 |
| — | SIX FLAGS ENTMT CORP NEW | 7,800,000 | $158M | 27.4% | $26.26 | — | COM | 83001A102 |
| HOG | HARLEY DAVIDSON INC | 6,400,000 | $157M | 27.1% | $24.10 | +11.8% | COM | 412822108 |