2025-05-15 |
13G/A
|
PLYA / Playa Hotels & Resorts N.V.
|
|
12,500,000 |
0 |
|
|
|
2025-02-14 |
13G/A
|
PLYA / Playa Hotels & Resorts N.V.
|
|
12,500,000 |
12,500,000 |
|
|
|
2025-01-15 |
13G/A
|
MODV / ModivCare Inc.
|
|
1,200,000 |
0 |
|
|
|
2025-01-14 |
13D/A
|
PENN / PENN Entertainment, Inc.
|
|
14,500,000 |
7,250,000 |
|
|
|
2024-11-14 |
13G/A
|
R / Ryder System, Inc.
|
|
2,450,000 |
1,650,000 |
|
|
|
2024-11-14 |
13G/A
|
ODP / The ODP Corporation
|
|
3,000,000 |
0 |
|
|
|
2024-11-14 |
13G/A
|
FAF / First American Financial Corporation
|
|
7,000,000 |
3,800,000 |
|
|
|
2024-11-14 |
13G
|
MODV / ModivCare Inc.
|
|
|
1,200,000 |
|
|
|
2024-11-14 |
13G/A
|
PLYA / Playa Hotels & Resorts N.V.
|
|
12,500,000 |
12,500,000 |
|
|
|
2024-11-14 |
13G/A
|
RSI / Rush Street Interactive, Inc.
|
|
7,000,000 |
0 |
|
|
|
2024-09-09 |
13D
|
RADCQ / Rite Aid Corporation
|
|
|
67,633 |
|
|
|
2024-09-03 |
13D/A
|
PENN / PENN Entertainment, Inc.
|
|
14,500,000 |
14,500,000 |
|
|
|
2024-02-14 |
13G/A
|
FAF / First American Financial Corporation
|
|
10,000,000 |
7,000,000 |
|
|
|
2024-02-14 |
13G/A
|
R / Ryder System, Inc.
|
|
5,050,000 |
2,450,000 |
|
|
|
2024-02-14 |
13G/A
|
BALY / Bally's Corporation
|
|
3,250,000 |
0 |
|
|
|
2024-02-14 |
13G/A
|
GBTG / Global Business Travel Group, Inc.
|
|
8,200,000 |
7,750,000 |
|
|
|
2024-02-14 |
13G/A
|
PLYA / Playa Hotels & Resorts N.V.
|
|
10,000,000 |
12,500,000 |
|
|
|
2024-02-14 |
13G/A
|
RSI / Rush Street Interactive, Inc.
|
|
6,000,000 |
7,000,000 |
|
|
|
2024-02-14 |
13G/A
|
AGS / AGS LLC
|
|
3,500,000 |
0 |
|
|
|
2024-01-16 |
13D/A
|
PENN / PENN Entertainment, Inc.
|
|
14,500,000 |
14,500,000 |
|
|
|
2024-01-02 |
13G
|
ODP / The ODP Corporation
|
|
3,000,000 |
3,000,000 |
|
|
|
2023-12-28 |
13D
|
PENN / PENN Entertainment, Inc.
|
|
10,250,000 |
14,500,000 |
|
|
|
2023-06-09 |
13G/A
|
BLDE / Strata Critical Medical, Inc.
|
|
7,876,453 |
3,176,465 |
|
|
|
2023-03-14 |
13D/A
|
ODP / The ODP Corporation
|
|
5,000,000 |
3,000,000 |
|
|
|
2023-02-14 |
13G/A
|
FAF / First American Financial Corporation
|
|
10,300,000 |
10,000,000 |
|
|
|
2023-02-14 |
13G
|
PENN / PENN Entertainment, Inc.
|
|
0 |
10,250,000 |
|
|
|
2023-02-14 |
13G/A
|
AGS / AGS LLC
|
|
3,500,000 |
3,500,000 |
|
|
|
2023-02-14 |
13G/A
|
PLYA / Playa Hotels & Resorts N.V.
|
|
10,000,000 |
10,000,000 |
|
|
|
2023-02-14 |
13G/A
|
ENSC / Ensysce Biosciences, Inc.
|
|
7,130,000 |
237,750 |
|
|
|
2023-02-14 |
13G/A
|
RSI / Rush Street Interactive, Inc.
|
|
5,750,000 |
6,000,000 |
|
|
|
2023-02-14 |
13G/A
|
BLDE / Strata Critical Medical, Inc.
|
|
7,876,453 |
7,876,453 |
|
|
|
2023-02-14 |
13G/A
|
GBTG / Global Business Travel Group, Inc.
|
|
8,200,000 |
8,200,000 |
|
|
|
2023-02-14 |
13G
|
NLCP / NewLake Capital Partners, Inc.
|
|
|
3,500,000 |
|
|
|
2023-02-14 |
13G/A
|
FRXB / Forest Road Acquisition Corp II - Class A
|
|
2,000,000 |
0 |
|
|
|
2023-02-14 |
13G
|
BALY / Bally's Corporation
|
|
|
3,250,000 |
|
|
|
2022-12-30 |
13G
|
R / Ryder System, Inc.
|
|
5,050,000 |
5,050,000 |
|
|
|
2022-12-28 |
13D/A
|
ODP / The ODP Corporation
|
|
5,000,000 |
5,000,000 |
|
|
|
2022-07-08 |
13G
|
GBTG / Global Business Travel Group, Inc.
|
|
|
8,200,000 |
|
|
|
2022-05-13 |
13D
|
R / Ryder System, Inc.
|
|
3,000,000 |
5,050,000 |
|
|
|
2022-02-14 |
13G
|
R / Ryder System, Inc.
|
|
|
3,000,000 |
|
|
|
2022-02-14 |
13G/A
|
AGS / AGS LLC
|
|
2,750,000 |
3,500,000 |
|
|
|
2022-02-14 |
13G/A
|
PLYA / Playa Hotels & Resorts N.V.
|
|
7,500,000 |
10,000,000 |
|
|
|
2022-02-14 |
13G
|
FAF / First American Financial Corporation
|
|
|
10,300,000 |
|
|
|
2022-02-14 |
13G/A
|
ENSC / Ensysce Biosciences, Inc.
|
|
3,462,500 |
7,130,000 |
|
|
|
2022-02-14 |
13G
|
FRXB / Forest Road Acquisition Corp II - Class A
|
|
|
2,000,000 |
|
|
|
2022-02-14 |
13G
|
RSI / Rush Street Interactive, Inc.
|
|
|
5,750,000 |
|
|
|
2022-01-03 |
13D/A
|
ODP / The ODP Corporation
|
|
5,000,000 |
5,000,000 |
|
|
|
2021-11-05 |
13G/A
|
INSE / Inspired Entertainment, Inc.
|
|
4,150,000 |
850,000 |
|
|
|
2021-06-10 |
13G/A
|
BLDE / Strata Critical Medical, Inc.
|
|
|
7,876,453 |
|
|
|
2021-02-12 |
13G
|
AGS / AGS LLC
|
|
|
2,750,000 |
|
|
|
2021-02-12 |
13G
|
SBGI / Sinclair, Inc.
|
|
0 |
4,750,000 |
|
|
|
2021-02-12 |
13G/A
|
PLYA / Playa Hotels & Resorts N.V.
|
|
7,350,000 |
7,500,000 |
|
|
|
2021-02-12 |
13G
|
/ Experience Investment Corp
|
|
|
2,000,000 |
|
|
|
2021-02-12 |
13G/A
|
LGF.A / Lions Gate Entertainment Corp.
|
|
5,500,000 |
0 |
|
|
|
2021-01-26 |
13D
|
ODP / The ODP Corporation
|
|
|
5,000,000 |
|
|
|
2021-01-22 |
13G
|
TVTY / Tivity Health Inc
|
|
4,800,000 |
4,800,000 |
|
|
|
2020-05-13 |
13D/A
|
TVTY / Tivity Health Inc
|
|
4,750,000 |
4,800,000 |
|
|
|
2020-02-25 |
13D
|
TVTY / Tivity Health Inc
|
|
4,750,000 |
4,750,000 |
|
|
|
2020-02-13 |
13G
|
LGF.A / Lions Gate Entertainment Corp.
|
|
|
5,500,000 |
|
|
|
2020-02-13 |
13G
|
TVTY / Tivity Health Inc
|
|
|
4,750,000 |
|
|
|
2020-02-13 |
13G
|
PLYA / Playa Hotels & Resorts N.V.
|
|
|
7,350,000 |
|
|
|
2020-01-03 |
13D/A
|
CLUBQ / Town Sports International Holdings Inc
|
|
1,500,000 |
0 |
|
|
|
2019-12-27 |
13D/A
|
CLUBQ / Town Sports International Holdings Inc
|
|
1,500,000 |
1,500,000 |
|
|
|
2019-12-17 |
13D/A
|
CLUBQ / Town Sports International Holdings Inc
|
|
5,700,000 |
1,500,000 |
|
|
|
2019-12-13 |
13D/A
|
CLUBQ / Town Sports International Holdings Inc
|
|
8,500,000 |
5,700,000 |
|
|
|
2019-02-14 |
13G/A
|
INSE / Inspired Entertainment, Inc.
|
|
2,906,500 |
4,150,000 |
|
|
|
2019-02-14 |
13G/A
|
ENSC / Ensysce Biosciences, Inc.
|
|
3,837,500 |
3,462,500 |
|
|
|
2019-02-14 |
13G/A
|
LHO / LaSalle Hotel Properties
|
|
90,000,000 |
0 |
|
|
|
2019-02-14 |
13G/A
|
SBGI / Sinclair, Inc.
|
|
6,300,000 |
0 |
|
|
|
2018-09-06 |
13G
|
LHO / LaSalle Hotel Properties
|
|
9,000,000 |
9,000,000 |
|
|
|
2018-08-22 |
13D/A
|
LHO / LaSalle Hotel Properties
|
|
10,000,000 |
9,000,000 |
|
|
|
2018-06-12 |
13D/A
|
LHO / LaSalle Hotel Properties
|
|
10,000,000 |
10,000,000 |
|
|
|
2018-05-14 |
13D/A
|
LHO / LaSalle Hotel Properties
|
|
9,250,000 |
10,000,000 |
|
|
|
2018-04-23 |
13D/A
|
LHO / LaSalle Hotel Properties
|
|
8,000,000 |
9,250,000 |
|
|
|
2018-04-02 |
13D
|
LHO / LaSalle Hotel Properties
|
|
|
8,000,000 |
|
|
|
2018-02-14 |
13G
|
ENSC / Ensysce Biosciences, Inc.
|
|
|
3,837,500 |
|
|
|
2018-02-14 |
13G
|
SBGI / Sinclair, Inc.
|
|
|
6,300,000 |
|
|
|
2018-02-14 |
13G/A
|
INSE / Inspired Entertainment, Inc.
|
|
|
2,906,500 |
|
|
|
2018-02-14 |
13G/A
|
PENN / PENN Entertainment, Inc.
|
|
7,000,000 |
0 |
|
|
|
2018-02-14 |
13G/A
|
PNK / Pinnacle Entertainment, Inc.
|
|
5,500,000 |
0 |
|
|
|
2018-02-14 |
13G/A
|
QCP / Quality Care Properties, Inc.
|
|
5,000,000 |
0 |
|
|
|
2018-02-14 |
13G/A
|
TPUB / Tribune Publishing Company
|
|
2,000,000 |
0 |
|
|
|
2018-02-14 |
13G/A
|
TVPT / Travelport Worldwide Ltd.
|
|
7,500,000 |
4,500,000 |
|
|
|
2017-07-13 |
13D/A
|
CLUBQ / Town Sports International Holdings Inc
|
|
8,500,000 |
8,500,000 |
|
|
|
2017-06-26 |
13D
|
CLUBQ / Town Sports International Holdings Inc
|
|
4,650,000 |
8,500,000 |
|
|
|
2017-03-10 |
13G
|
TVPT / Travelport Worldwide Ltd.
|
|
|
7,500,000 |
|
|
|
2017-02-14 |
13G/A
|
INSE / Inspired Entertainment, Inc.
|
|
|
2,906,000 |
|
|
|
2017-02-14 |
13G/A
|
INSE / Inspired Entertainment, Inc.
|
|
2,906,000 |
2,906,000 |
|
|
|
2017-02-14 |
13G/A
|
PNK / Pinnacle Entertainment, Inc.
|
|
5,000,000 |
5,500,000 |
|
|
|
2017-02-14 |
13G/A
|
HIFR / InfraREIT, Inc.
|
|
2,318,000 |
0 |
|
|
|
2017-02-14 |
13G/A
|
CLUBQ / Town Sports International Holdings Inc
|
|
4,500,000 |
4,650,000 |
|
|
|
2017-02-14 |
13G/A
|
PENN / PENN Entertainment, Inc.
|
|
5,500,000 |
7,000,000 |
|
|
|
2017-02-06 |
13G/A
|
TPUB / Tribune Publishing Company
|
|
3,625,000 |
2,000,000 |
|
|
|
2017-02-06 |
13G/A
|
TPUB / Tribune Publishing Company
|
|
3,625,000 |
2,000,000 |
|
|
|
2017-01-03 |
13G
|
INSE / Inspired Entertainment, Inc.
|
|
|
2,906,000 |
|
|
|
2017-01-03 |
13G
|
INSE / Inspired Entertainment, Inc.
|
|
|
2,906,000 |
|
|
|
2017-01-03 |
13G
|
QCP / Quality Care Properties, Inc.
|
|
|
5,000,000 |
|
|
|
2016-12-21 |
13G
|
TPUB / Tribune Publishing Company
|
|
3,625,000 |
3,625,000 |
|
|
|
2016-12-21 |
13G
|
TPUB / Tribune Publishing Company
|
|
3,625,000 |
3,625,000 |
|
|
|
2016-11-15 |
13G
|
PENN / PENN Entertainment, Inc.
|
|
|
5,500,000 |
|
|
|
2016-09-26 |
13G
|
HIFR / InfraREIT, Inc.
|
|
|
2,318,000 |
|
|
|
2016-08-26 |
13D
|
TPUB / Tribune Publishing Company
|
|
|
3,625,000 |
|
|
|
2016-06-23 |
13G
|
PNK / Pinnacle Entertainment, Inc.
|
|
5,800,000 |
5,000,000 |
|
|
|
2016-05-25 |
13G
|
87270T106 / Tribune Publishing Co
|
|
|
2,000,000 |
|
|
|
2016-02-16 |
13G/A
|
PNK / Pinnacle Entertainment, Inc.
|
|
|
5,800,000 |
|
|
|
2016-02-16 |
13G/A
|
LONG / eLong, Inc.
|
|
1,301,000 |
1,710,000 |
|
|
|
2016-02-16 |
13G/A
|
CLUBQ / Town Sports International Holdings Inc
|
|
3,875,000 |
4,500,000 |
|
|
|
2015-08-27 |
13G/A
|
ADES / Advanced Emissions Solutions, Inc.
|
|
|
0 |
|
|
|
2015-08-14 |
13G/A
|
AHT / Ashford Hospitality Trust, Inc.
|
|
6,040,000 |
0 |
|
|
|
2015-08-14 |
13G/A
|
AINC / Ashford Inc.
|
|
|
23,017 |
|
|
|
2015-06-01 |
13G
|
LONG / eLong, Inc.
|
|
|
1,301,000 |
|
|
|
2015-05-11 |
13G
|
AHT / Ashford Hospitality Trust, Inc.
|
|
3,700,000 |
6,040,000 |
|
|
|
2015-04-30 |
13G
|
CLUBQ / Town Sports International Holdings Inc
|
|
3,875,000 |
3,875,000 |
|
|
|
2015-03-25 |
13D/A
|
CLUBQ / Town Sports International Holdings Inc
|
|
|
3,875,000 |
|
|
|
2015-03-24 |
13G/A
|
AHT / Ashford Hospitality Trust, Inc.
|
|
|
3,700,000 |
|
|
|
2015-02-17 |
13G/A
|
AINC / Ashford Inc.
|
|
|
182,000 |
|
|
|
2015-02-17 |
13G/A
|
PNK / Pinnacle Entertainment, Inc.
|
|
|
5,500,000 |
|
|
|
2015-02-17 |
13G/A
|
LTM / LATAM Airlines Group S.A. - Depositary Receipt (Common Stock)
|
|
|
1,405,000 |
|
|
|
2015-02-17 |
13G/A
|
OWW /
|
|
|
6,750,000 |
|
|
|
2015-02-13 |
13G
|
ADES / Advanced Emissions Solutions, Inc.
|
|
|
2,170,000 |
|
|
|
2015-01-07 |
13D/A
|
CLUBQ / Town Sports International Holdings Inc
|
|
|
3,875,000 |
|
|
|
2015-01-05 |
13D/A
|
CLUBQ / Town Sports International Holdings Inc
|
|
|
3,875,000 |
|
|
|
2014-11-24 |
13G
|
AHT / Ashford Hospitality Trust, Inc.
|
|
|
4,500,000 |
|
|
|
2014-11-24 |
13G
|
AINC / Ashford Inc.
|
|
|
160,000 |
|
|
|
2014-11-20 |
13D/A
|
CLUBQ / Town Sports International Holdings Inc
|
|
|
3,875,000 |
|
|
|
2014-10-20 |
13D/A
|
CLUBQ / Town Sports International Holdings Inc
|
|
|
3,875,000 |
|
|
|
2014-10-09 |
13G/A
|
AHT / Ashford Hospitality Trust, Inc.
|
|
|
3,500,000 |
|
|
|
2014-09-22 |
13G
|
OWW /
|
|
|
5,850,000 |
|
|
|
2014-09-08 |
13G
|
LTM / LATAM Airlines Group S.A. - Depositary Receipt (Common Stock)
|
|
|
2,010,000 |
|
|
|
2014-08-21 |
13D
|
CLUBQ / Town Sports International Holdings Inc
|
|
|
3,875,000 |
|
|
|
2014-06-25 |
13G/A
|
CLUBQ / Town Sports International Holdings Inc
|
|
|
3,075,000 |
|
|
|
2014-04-21 |
13G
|
CLUBQ / Town Sports International Holdings Inc
|
|
|
1,300,000 |
|
|
|
2014-02-21 |
13G
|
AHT / Ashford Hospitality Trust, Inc.
|
|
|
5,000,000 |
|
|
|
2014-02-14 |
13G/A
|
PNK / Pinnacle Entertainment, Inc.
|
|
|
3,400,000 |
|
|
|
2013-12-23 |
13G
|
YELL / Yellow Corporation
|
|
|
400,000 |
|
|
|
2013-12-12 |
13D/A
|
CLDT / Chatham Lodging Trust
|
|
|
1,262,500 |
|
|
|
2013-11-05 |
13D/A
|
CLDT / Chatham Lodging Trust
|
|
|
1,262,500 |
|
|
|
2013-10-07 |
13D/A
|
CLDT / Chatham Lodging Trust
|
|
|
1,262,500 |
|
|
|
2013-07-12 |
13D
|
CLDT / Chatham Lodging Trust
|
|
|
2,210,000 |
|
|
|
2013-04-08 |
13G
|
PNK / Pinnacle Entertainment, Inc.
|
|
|
3,000,000 |
|
|
|
2013-02-14 |
13G/A
|
|
|
|
4,521,500 |
|
|
|
2013-01-29 |
13G
|
CLDT / Chatham Lodging Trust
|
|
|
1,300,000 |
|
|
|
2012-08-07 |
13G
|
|
|
|
3,089,700 |
|
|
|
2012-04-06 |
13D/A
|
391523107 / Great Wolf Resorts, Inc.
|
|
|
4,125,000 |
|
|
|
2012-03-15 |
13D
|
391523107 / Great Wolf Resorts, Inc.
|
|
|
4,000,000 |
|
|
|
2012-02-14 |
13G
|
MHGC / Morgans Hotel Group Co.
|
|
|
0 |
|
|
|
2012-02-14 |
13G/A
|
391523107 / Great Wolf Resorts, Inc.
|
|
|
2,913,000 |
|
|
|