$49.5 Million is the total value of Lafitte Capital Management LP's 7 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 50.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MCRI | Buy | MONARCH CASINO & RESORT INC | $21,762,000 | -30.6% | 370,917 | +3.1% | 43.94% | +16.6% |
| CZR | Sell | CAESARS ENTERTAINMENT INC NE | $16,748,000 | -60.5% | 437,281 | -20.2% | 33.82% | -33.6% |
| ULH | Buy | UNIVERSAL LOGISTICS HLDGS IN | $3,690,000 | +88.2% | 135,133 | +38.8% | 7.45% | +216.3% |
| EZPW | Sell | EZCORP INCcl a non vtg | $3,394,000 | +12.4% | 451,874 | -9.6% | 6.85% | +88.9% |
| New | FIRSTCASH HOLDINGS INC | $3,163,000 | – | 45,500 | +100.0% | 6.39% | – | |
| CHX | Sell | CHAMPIONX CORPORATION | $695,000 | -77.3% | 35,000 | -72.0% | 1.40% | -61.8% |
| AUD | New | AUDACY INCcl a | $75,000 | – | 80,000 | +100.0% | 0.15% | – |
| PRG | Exit | PROG HOLDINGS INC | $0 | – | -50,000 | -100.0% | -1.73% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-11
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.