Lafitte Capital Management LP 13F Holdings · last filed Q2 2022
Lafitte Capital Management LP reported 7 securities worth $49.53M in its SEC 13F filing for Q2 2022 (period ended 2022-06-30). Top holdings: MCRI (43.94%), CZR (33.82%), ULH (7.45%). Among its top 25 positions this quarter: 2 new, 2 added, 3 trimmed, 1 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MCRI | MONARCH CASINO & RESORT INC | $21.8M | 43.94% | 370,917 | Added |
| 2 | CZR | CAESARS ENTERTAINMENT INC NE | $16.7M | 33.82% | 437,281 | Trimmed |
| 3 | ULH | UNIVERSAL LOGISTICS HLDGS IN | $3.7M | 7.45% | 135,133 | Added |
| 4 | EZPW | EZCORP INC | $3.4M | 6.85% | 451,874 | Trimmed |
| 5 | FCFS | FIRSTCASH HOLDINGS INC | $3.2M | 6.39% | 45,500 | New |
| 6 | CHX | CHAMPIONX CORPORATION | $695,000 | 1.40% | 35,000 | Trimmed |
| 7 | AUDA | AUDACY INC | $75,000 | 0.15% | 80,000 | New |
| 8 | PRG | PROG HOLDINGS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2022-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR