$75.9 Million is the total value of Lafitte Capital Management LP's 8 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 42.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EZPW | EZCORP INCcl a non vtg | $34,020,000 | +51.1% | 5,400,000 | 0.0% | 44.79% | -13.1% | |
| MCRI | Buy | MONARCH CASINO & RESORT INC | $13,811,000 | +44.6% | 405,257 | +19.1% | 18.18% | -16.9% |
| ERI | Sell | ELDORADO RESORTS INC | $12,225,000 | +153.3% | 305,170 | -9.0% | 16.10% | +45.6% |
| MLM | Buy | MARTIN MARIETTA MATLS INC | $6,197,000 | +118.4% | 30,000 | +100.0% | 8.16% | +25.6% |
| MGPI | New | MGP INGREDIENTS INC NEW | $3,671,000 | – | 100,000 | +100.0% | 4.83% | – |
| CHX | New | CHAMPIONX CORPORATION | $2,928,000 | – | 300,000 | +100.0% | 3.86% | – |
| EXP | EAGLE MATERIALS INC | $2,844,000 | +20.2% | 40,500 | 0.0% | 3.74% | -30.9% | |
| BBQ | BBQ HLDGS INC | $251,000 | +71.9% | 76,194 | 0.0% | 0.33% | -1.2% | |
| HDS | Exit | HD SUPPLY HLDGS INC | $0 | – | -50,000 | -100.0% | -3.26% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| EZCORP INC-CL A | 32 | Q2 2022 | 51.6% |
| MONARCH CASINO & RESORT INC | 31 | Q2 2022 | 43.9% |
| ELDORADO RESORTS INC | 24 | Q2 2020 | 52.6% |
| GRAHAM CORP | 18 | Q3 2017 | 17.3% |
| WORLD PT TERMS LP | 16 | Q2 2017 | 13.6% |
| U.S. AUTO PARTS NETWORK INC | 16 | Q1 2018 | 6.4% |
| GOLDEN ENTMT INC | 16 | Q2 2019 | 6.3% |
| CARE COM INC | 14 | Q3 2017 | 5.5% |
| DYNAMIC MATLS CORP | 14 | Q3 2016 | 3.7% |
| IGNITE RESTAURANT GROUP INC | 12 | Q4 2016 | 3.6% |
View Lafitte Capital Management LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-11 |
| 13F-HR/A | 2022-05-16 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-15 |
| 13F-HR | 2021-08-13 |
| 13F-HR | 2021-05-13 |
| 13F-HR | 2021-02-12 |
View Lafitte Capital Management LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.