AidennLair Capital Management LP

data from 30/06/2018

Capitalization

$ 199.516 M 5.71 %

Average holding period

2 ans

Performance

$ 26.048 M 18.47 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in AidennLair Capital Management LP

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2018/06/30 IWM ISHARES TR 19.31% 38.519 M $ 235200 2018/03/31 1.324 M $ 7.86 %
2018/06/30 HGV HILTON GRAND VACATIONS INC 9.15% 18.260 M $ 526224 2017/03/31 -1.975 M $ -19.34 %
2018/06/30 PRSP PERSPECTA INC 6.69% 13.353 M $ 649785 2018/06/30 0.000 $ 0.00 %
2018/06/30 CAESARS ENTMT CORP 5.74% 11.457 M $ 1070714 2017/12/31 -646.509 K $ -4.89 %
2018/06/30 META FACEBOOK INC 4.45% 8.877 M $ 45684 2018/03/31 371.404 K $ 21.61 %
2018/06/30 HRG GROUP INC 3.88% 7.746 M $ 591779 2018/03/31 -262.248 K $ -20.62 %
2018/06/30 CMCSA COMCAST CORP NEW 3.69% 7.369 M $ 224586 2018/06/30 0.000 $ 0.00 %
2018/06/30 TWENTY FIRST CENTY FOX INC 3.67% 7.323 M $ 147368 2018/06/30 0.000 $ 0.00 %
2018/06/30 VST VISTRA ENERGY CORP 3.43% 6.834 M $ 288843 2017/06/30 938.000 K $ 13.59 %
2018/06/30 NPO ENPRO INDS INC 3.36% 6.702 M $ 95806 2017/12/31 -740.815 K $ -9.60 %
2018/06/30 FIRST DATA CORP NEW 3.25% 6.485 M $ 309845 2017/12/31 3.514 M $ 30.81 %
2018/06/30 DY DYCOM INDS INC 3.23% 6.444 M $ 68182 2017/09/30 -991.740 K $ -12.19 %
2018/06/30 SPY SPDR S&P 500 ETF TR 3.20% 6.375 M $ 23500 2018/06/30 0.000 $ 0.00 %
2018/06/30 HGV HILTON GRAND VACATIONS INC 3.10% 6.177 M $ 178000 2018/06/30 0.000 $ 0.00 %
2018/06/30 AVGO BROADCOM INC 2.99% 5.966 M $ 24588 2018/06/30 0.000 $ 0.00 %
2018/06/30 DXC DXC TECHNOLOGY CO 2.97% 5.929 M $ 73551 2017/03/31 -1.714 M $ -19.81 %
2018/06/30 MCDERMOTT INTL INC 2.86% 5.714 M $ 290801 2018/06/30 0.000 $ 0.00 %
2018/06/30 DLTR DOLLAR TREE INC 2.20% 4.388 M $ 51622 2018/06/30 0.000 $ 0.00 %
2018/06/30 VIAC CBS CORP NEW 2.02% 4.038 M $ 71829 2017/12/31 0.000 $ 0.00 %
2018/06/30 JACK JACK IN THE BOX INC 1.75% 3.497 M $ 41088 2017/12/31 0.000 $ 0.00 %
2018/06/30 GEO GEO GROUP INC NEW 1.53% 3.062 M $ 111195 2018/06/30 0.000 $ 0.00 %
2018/06/30 FLT FLEETCOR TECHNOLOGIES INC 1.40% 2.791 M $ 13248 2017/06/30 762.245 K $ 4.02 %
2018/06/30 LGF-A LIONS GATE ENTMNT CORP 1.37% 2.730 M $ 110000 2018/06/30 0.000 $ 0.00 %
2018/06/30 SPSC SPS COMM INC 1.09% 2.168 M $ 29507 2018/06/30 0.000 $ 0.00 %
2018/06/30 VAC MARRIOTT VACATIONS WRLDWDE C 1.05% 2.097 M $ 18561 2018/03/31 -339.606 K $ -15.19 %
2018/06/30 APERGY CORP 0.92% 1.827 M $ 43771 2018/06/30 0.000 $ 0.00 %
2018/06/30 CAESARS ENTMT CORP 0.71% 1.426 M $ 833926 2017/12/31 14.639 K $ 0.59 %
2018/06/30 WDC WESTERN DIGITAL CORP 0.56% 1.109 M $ 14321 2018/06/30 0.000 $ 0.00 %
2018/06/30 CXW CORECIVIC INC 0.43% 853.000 K $ 35724 2018/06/30 0.000 $ 0.00 %
2018/06/30 OCEAN RIG UDW INC 0.00% 0.000 $ 0 2017/12/31 0.000 $ 0.00 %
2018/06/30 BROADCOM LTD 0.00% 0.000 $ 0 2018/03/31 0.000 $ 0.00 %
2018/06/30 HUN HUNTSMAN CORP 0.00% 0.000 $ 0 2017/12/31 0.000 $ 0.00 %
2018/06/30 PYPL PAYPAL HLDGS INC 0.00% 0.000 $ 0 2017/12/31 0.000 $ 0.00 %
2018/06/30 TWX TIME WARNER INC 0.00% 0.000 $ 0 2017/12/31 0.000 $ 0.00 %
2018/06/30 AET AETNA INC NEW 0.00% 0.000 $ 0 2018/03/31 0.000 $ 0.00 %
2018/06/30 EVHC ENVISION HEALTHCARE CORP 0.00% 0.000 $ 0 2017/12/31 0.000 $ 0.00 %
2018/06/30 GRA GRACE W R & CO DEL NEW 0.00% 0.000 $ 0 2018/03/31 0.000 $ 0.00 %
2018/06/30 LFIN LONGFIN CORP 0.00% 0.000 $ 0 2018/03/31 0.000 $ 0.00 %
2018/06/30 CBI CHICAGO BRIDGE & IRON CO N V 0.00% 0.000 $ 0 2018/03/31 0.000 $ 0.00 %
2018/06/30 MCDERMOTT INTL INC 0.00% 0.000 $ 0 2017/12/31 0.000 $ 0.00 %
2018/06/30 ILG ILG INC 0.00% 0.000 $ 0 2016/12/31 0.000 $ 0.00 %
2018/06/30 BPOP POPULAR INC 0.00% 0.000 $ 0 2018/03/31 0.000 $ 0.00 %