Lafitte Capital Management LP
- SEC CIK
- 0001405555
- Latest filing
- Feb 9, 2023
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 13, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 9
- −3 vs. Q1 2021
- Portfolio value
- $163.1M
- +$28.4M (+21.1%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CZRCaesars Entertainment, Inc. | COM | 540,170 | $56.0M | 34.4% | 00.0% | Unchanged | History |
| MCRIMonarch Casino & Resort Inc | COM | 726,757 | $48.1M | 29.5% | +46,500+6.8% | Added | History |
| EZPWEzcorp Inc | CL A NON VTG | 3,456,695 | $20.8M | 12.8% | +500,000+16.9% | Added | History |
| PRGPROG Holdings, Inc. | Stock | 425,000 | $20.5M | 12.5% | +278,722+190.5% | Added | History |
| ULHUniversal Logistics Holdings, Inc. | COM | 433,800 | $10.1M | 6.2% | +83,800+23.9% | Added | History |
| CHXChampionX Corp | COM | 100,633 | $2.58M | 1.6% | −349,367−77.6% | Reduced | History |
| RRRRed Rock Resorts, Inc. | CL A | 50,000 | $2.13M | 1.3% | 00.0% | Unchanged | History |
| AUDAudacy, Inc. | COM | 363,500 | $1.57M | 1.0% | +363,500 | New | History |
| TVTYTivity Health, Inc. | COM | 50,000 | $1.32M | 0.8% | +50,000 | New | History |
Sold out since Q1 2021 (5)
Positions held at the end of Q1 2021 that are gone from this filing.
| Security | Class | Shares in Q1 2021 | Value in Q1 2021 | % of portfolio in Q1 2021 | History |
|---|---|---|---|---|---|
| Michaels Cos Inc59408Q106 | COM | 100,000 | $2.19M | 1.6% | – |
| THRThermon Group Holdings, Inc. | COM | 50,000 | $975.0K | 0.7% | History |
| Entercom Communications Corp293639100 | CL A | 163,500 | $858.0K | 0.6% | – |
| BBQBBQ Holdings, Inc. | COM | 61,277 | $444.0K | 0.3% | History |
| AANAaron's Company, Inc. | COM | 4,963 | $127.0K | 0.1% | History |