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CIK 0002052484 • 6 13F filings • May 15, 2025 – Aug 13, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ACCEL ENTERTAINMENT INC | COM CL A1 | $873K | 0.7%Prev: 0.5% | 76,546 SH | Increased+21,365 SH |
| ALLIANCE RESOURCE PARTNERS L | UT LTD PART | $3.2M | 2.6% | 139,064 SH | New |
| ATLAS ENERGY SOLUTIONS INC | COM NEW | $942K | 0.8%Prev: 0.8% | 100,000 SH | Increased+20,000 SH |
| BOYD GAMING CORP | COM | $3.4M | 2.8%Prev: 2.9% | 40,000 SH | Decreased |
| BRAEMAR HOTELS & RESORTS INC | COM | $940K | 0.8%Prev: 0.7% | 327,502 SH | Increased |
| BRIGHTSTAR LOTTERY PLC | SHS USD | $11.4M | 9.2%Prev: 10.6% | 738,596 SH | Decreased |
| CAESARS ENTERTAINMENT INC NE | COM | $3.8M | 3.0%Prev: 2.2% | 160,847 SH | Increased+65,000 SH |
| CALIFORNIA RES CORP | COM STOCK | $447K | 0.4%Prev: 1.3% | 10,000 SH | Decreased-20,000 SH |
| CARMAX INC | COM | $386K | 0.3% | 10,000 SH | New |
| CHURCHILL DOWNS INC | COM | $8.5M | 6.9%Prev: 5.2% | 75,000 SH | Increased+10,000 SH |
| CINEMARK HLDGS INC | COM | $1.2M | 0.9%Prev: 1.5% | 50,000 SH | Decreased-15,000 SH |
| ECHOSTAR CORP | CL A | $1.1M | 0.9%Prev: 0.6% | 10,000 SH | Increased |
| FLUTTER ENTMT PLC | SHS | $1.5M | 1.2% | 7,000 SH | New |
| FULL HSE RESORTS INC | COM | $1.3M | 1.1%Prev: 1.9% | 507,477 SH | Decreased-207,320 SH |
| GALIANO GOLD INC | COM | $253K | 0.2%Prev: 0.2% | 100,000 SH | Increased |
| GAMING & LEISURE PPTYS INC | COM | $6.0M | 4.8%Prev: 2.7% | 133,874 SH | Increased+65,000 SH |
| GOLDEN ENTMT INC | COM | $1.5M | 1.2%Prev: 0.8% | 54,485 SH | Increased+13,611 SH |
| HYATT HOTELS CORP | COM CL A | $2.4M | 1.9%Prev: 4.1% | 15,000 SH | Decreased-20,000 SH |
| IAC INC | COM NEW | $6.1M | 4.9% | 155,000 SH | New |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $993K | 0.8%Prev: 0.8% | 20,000 SH | Increased+5,000 SH |
| KIMBELL RTY PARTNERS LP | UNIT | $5.6M | 4.5%Prev: 4.7% | 477,493 SH | Decreased+55,000 SH |
| KODIAK GAS SVCS INC | COM | $6.9M | 5.6%Prev: 6.2% | 183,481 SH | Decreased-17,200 SH |
| LAS VEGAS SANDS CORP | COM | $3.3M | 2.6%Prev: 2.2% | 50,000 SH | Increased |
| LINDBLAD EXPEDITIONS HLDGS I | COM | $199K | 0.2% | 13,780 SH | New |
| LYFT INC | CL A COM | $2.1M | 1.7%Prev: 2.0% | 110,000 SH | Decreased |
| MADISON SQUARE GRDN SPRT COR | CL A | $844K | 0.7%Prev: 0.6% | 3,265 SH | Increased |
| MATCH GROUP INC NEW | COM | $969K | 0.8%Prev: 0.9% | 30,000 SH | Decreased |
| MGM RESORTS INTERNATIONAL | COM | $4.2M | 3.4%Prev: 0.4% | 115,000 SH | Increased+100,000 SH |
| NORWEGIAN CRUISE LINE HLDG L | SHS | $1.0M | 0.8%Prev: 0.6% | 45,000 SH | Increased+15,000 SH |
| PENN ENTERTAINMENT INC | COM | $9.3M | 7.5%Prev: 8.9% | 630,000 SH | Decreased+71,600 SH |
| REPUBLIC AWYS HLDGS INC | COM SHS | $1.5M | 1.2% | 79,500 SH | New |
| SEADRILL LTD | COM | $3.4M | 2.8%Prev: 3.6% | 99,500 SH | Decreased-45,000 SH |
| SIX FLAGS ENTERTAINMENT CORP | COM | $1.1M | 0.9%Prev: 3.4% | 70,000 SH | Decreased-109,453 SH |
| TALOS ENERGY INC | COM | $462K | 0.4%Prev: 1.1% | 41,900 SH | Decreased-96,000 SH |
| TOPGOLF CALLAWAY BRANDS CORP | COM | $2.2M | 1.7%Prev: 1.5% | 185,000 SH | Increased |
| U HAUL HOLDING COMPANY | COM | $6.4M | 5.2%Prev: 0.4% | 127,000 SH | Increased+119,000 SH |
| UBER TECHNOLOGIES INC | COM | $409K | 0.3%Prev: 0.4% | 5,000 SH | Decreased |
| UNITED PARKS & RESORTS INC | COM | $6.1M | 4.9%Prev: 4.6% | 167,000 SH | Increased+60,000 SH |
| VAIL RESORTS INC | COM | $4.0M | 3.2%Prev: 3.1% | 30,000 SH | Increased+5,000 SH |
| VIKING HOLDINGS LTD | ORD SHS | $1.4M | 1.2%Prev: 1.0% | 20,000 SH | Increased |
| WYNDHAM HOTELS & RESORTS INC | COM | $756K | 0.6% | 10,000 SH | New |
| WYNN RESORTS LTD | COM | $5.4M | 4.4%Prev: 4.8% | 45,000 SH | Decreased |
| 13F-HR |
| 0002052484-26-000003 |
| $153.6M |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001085146-25-005017 | $112.5M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0002052484-26-000002 | $116.9M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001085146-25-003166 | $114.0M | View |