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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | PENN ENTERTAINMENT INC | $9.7M | 643400 | 8.28% |
| 2 | BRIGHTSTAR LOTTERY PLC | $9.6M | 753596 | 8.22% |
| 3 | CHURCHILL DOWNS INC | $8.6M | 95700 | 7.36% |
| 4 | IAC INC | $6.8M | 170000 | 5.82% |
| 5 | GAMING & LEISURE P | $5.9M | 133874 | 5.08% |
| 6 | UNITED PARKS & RESORTS INC | $5.8M | 177000 | 4.95% |
| 7 | KIMBELL RTY PARTNERS LP | $5.8M | 397554 | 4.92% |
| 8 | VAIL RESORTS INC | $5.1M | 40000 | 4.39% |
| 9 | HYATT HOTELS CORP | $4.3M | 30000 | 3.69% |
| 10 | CAESARS ENTERTAINMENT INC NE | $4.2M | 157111 | 3.55% |
| 11 | ALLIANCE RESOURCE PARTNERS L | $4.1M | 149064 | 3.53% |
| 12 | U HAUL HOLDING COMPANY | $3.8M | 79203 | 3.24% |
| 13 | MGM RESORTS INTERNATIONAL | $3.7M | 100000 | 3.17% |
| 14 | WYNDHAM HOTELS & RESORTS INC | $2.8M | 35000 | 2.43% |
| 15 | KODIAK GAS SVCS INC | $2.8M | 47981 | 2.39% |
| 16 | U HAUL HOLDING COMPANY | $2.7M | 60599 | 2.32% |
| 17 | RED ROCK RESORTS INC | $2.7M | 50000 | 2.28% |
| 18 | WYNN RESORTS LTD | $2.5M | 25000 | 2.17% |
| 19 | SEADRILL LTD | $2.5M | 55000 | 2.14% |
| 20 | REPUBLIC AWYS HLDGS INC | $2.1M | 116989 | 1.79% |
| 21 | ATLAS ENERGY SOLUTIONS INC | $1.7M | 130000 | 1.46% |
| 22 | FULL HSE RESORTS INC | $1.6M | 714897 | 1.38% |
| 23 | NORWEGIAN CRUISE LINE HLDGS | $1.5M | 80000 | 1.28% |
| 24 | VIKING HOLDINGS LTD | $1.5M | 20000 | 1.26% |
| 25 | LYFT INC | $1.5M | 110000 | 1.25% |
| 26 | ACCEL ENTERTAINMENT INC | $1.5M | 133838 | 1.25% |
| 27 | GOLDEN ENTMT INC | $1.5M | 54485 | 1.24% |
| 28 | SIX FLAGS ENTERTAINMENT CORP | $1.2M | 65000 | 0.99% |
| 29 | UBER TECHNOLOGIES INC | $1.1M | 15000 | 0.92% |
| 30 | MADISON SQUARE GRDN SPRT COR | $1.0M | 3265 | 0.90% |
| 31 | MATCH GROUP INC NEW | $921K | 30000 | 0.79% |
| 32 | CALLAWAY GOLF CO | $833K | 60000 | 0.71% |
| 33 | BOYD GAMING CORP | $822K | 10000 | 0.70% |
| 34 | ISHARES BITCOIN TRUST ETF | $768K | 20000 | 0.66% |
| 35 | BRAEMAR HOTELS & RESORTS INC | $722K | 50000 | 0.62% |
| 36 | FLUTTER ENTMT PLC | $714K | 7000 | 0.61% |
| 37 | ECHOSTAR CORP | $585K | 5000 | 0.50% |
| 38 | LAS VEGAS SANDS CORP | $539K | 10000 | 0.46% |
| 39 | CARMAX INC | $416K | 10000 | 0.36% |
| 40 | BRAEMAR HOTELS & RESORTS INC | $353K | 149380 | 0.30% |
| 41 | GALIANO GOLD INC | $251K | 100000 | 0.21% |
| 42 | LINDBLAD EXPEDITIONS HLDGS I | $238K | 13780 | 0.20% |
| 43 | TALOS ENERGY INC | $158K | 10000 | 0.14% |
| 44 | HERTZ GLOBAL HLDGS INC | $92K | 20000 | 0.08% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.