$83.3 Million is the total value of Lafitte Capital Management LP's 6 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 40.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CZR | Buy | CAESARS ENTERTAINMENT INC NE | $42,406,000 | -16.1% | 548,170 | +1.5% | 50.94% | +69.2% |
| MCRI | Sell | MONARCH CASINO & RESORT INC | $31,368,000 | -41.6% | 359,598 | -50.5% | 37.68% | +17.7% |
| CHX | Buy | CHAMPIONX CORPORATION | $3,060,000 | +50.4% | 125,000 | +24.2% | 3.68% | +203.2% |
| EZPW | Sell | EZCORP INCcl a non vtg | $3,020,000 | -88.1% | 500,000 | -85.5% | 3.63% | -76.1% |
| ULH | Sell | UNIVERSAL LOGISTICS HLDGS IN | $1,961,000 | -79.2% | 97,341 | -80.5% | 2.36% | -58.0% |
| PRG | Sell | PROG HOLDINGS INC | $1,439,000 | -92.9% | 50,000 | -88.9% | 1.73% | -85.7% |
| AUD | Exit | AUDACY INCcl a | $0 | – | -363,500 | -100.0% | -0.56% | – |
| TVTY | Exit | TIVITY HEALTH INC | $0 | – | -50,000 | -100.0% | -0.79% | – |
| Exit | EXPRO GROUP HOLDINGS NV | $0 | – | -94,568 | -100.0% | -0.81% | – | |
| RRR | Exit | RED ROCK RESORTS INCcl a | $0 | – | -50,000 | -100.0% | -1.64% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2022-05-16
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.