LCM
Lafitte Capital Management Portfolio holdings
AUM
$49.5M
1-Year Est. Return
27.1%
1 Year Est. Return
-27.1%
AUM
$83.3M
AUM Growth
-$84.6M
(-50%)
Holding
10
Top Sells
| 1 | +$32M | |
| 2 | +$17.9M | |
| 3 | +$11.5M | |
| 4 |
Universal Logistics Holdings
ULH
|
+$8.09M |
| 5 |
Red Rock Resorts
RRR
|
+$2.75M |
Sector Composition
| 1 | Consumer Discretionary | 88.61% |
| 2 | Industrials | 4.08% |
| 3 | Energy | 3.68% |
| 4 | Financials | 3.63% |
| 5 | Communication Services | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Caesars Entertainment
CZR
$4.46B
| $42.4M | 50.94% |
548,170
+8,000
|
|
||
2
Monarch Casino & Resort
MCRI
$1.73B
| $31.4M | 37.68% |
359,598
-367,159
|
|
||
|
CHX
3
DELISTED
ChampionX
CHX
| $3.06M | 3.68% |
125,000
+24,367
|
|
||
4
Ezcorp Inc
EZPW
$1.13B
| $3.02M | 3.63% |
500,000
-2,956,695
|
|
||
|
5
Universal Logistics Holdings
ULH
$501M
| $1.96M | 2.36% |
97,341
-401,459
|
|
||
6
PROG Holdings
PRG
$1.24B
| $1.44M | 1.73% |
50,000
-400,000
|
|
||
|
7
Red Rock Resorts
RRR
$3.49B
| – | – |
-50,000
|
|
||
8
Expro
XPRO
$1.44B
| – | – |
-94,568
|
|
||
|
AUD
9
DELISTED
Audacy, Inc.
AUD
| – | – |
-363,500
|
|
||
|
TVTY
10
DELISTED
Tivity Health, Inc. Common Stock
TVTY
| – | – |
-50,000
|
|