The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
CONSOL ENERGY INC NEW | COM | 20854L108 | 1,835,505 | 31,500 | SH | SOLE | 31,500 | 0 | 0 | ||
ENCOMPASS HEALTH CORP | COM | 29261A100 | 377,077 | 6,970 | SH | SOLE | 6,970 | 0 | 0 | ||
ENHABIT INC | COM | 29332G102 | 9,975,431 | 717,141 | SH | SOLE | 717,141 | 0 | 0 | ||
F&G ANNUITIES & LIFE INC | COMMON STOCK | 30190A104 | 2,355,600 | 130,000 | SH | SOLE | 130,000 | 0 | 0 | ||
FIESTA RESTAURANT GROUP INC | COM | 31660B101 | 20,623,248 | 2,508,911 | SH | SOLE | 2,508,911 | 0 | 0 | ||
IAC INC | COM NEW | 44891N208 | 1,470,600 | 28,500 | SH | SOLE | 28,500 | 0 | 0 | ||
KBR INC | COM | 48242W106 | 2,752,500 | 50,000 | SH | SOLE | 50,000 | 0 | 0 | ||
LIBERTY MEDIA CORP DEL | COM C SIRIUSXM | 531229607 | 31,497,315 | 1,125,306 | SH | SOLE | 1,125,306 | 0 | 0 | ||
NCR CORP NEW | COM | 62886E108 | 10,426,780 | 442,000 | SH | SOLE | 442,000 | 0 | 0 | ||
POST HLDGS INC | COM | 737446104 | 36,791,610 | 409,387 | SH | SOLE | 409,387 | 0 | 0 | ||
SAFEHOLD INC | COM | 78646V107 | 293,700 | 10,000 | SH | SOLE | 10,000 | 0 | 0 | ||
SKILLSOFT CORP | CL A | 83066P200 | 731,928 | 365,964 | SH | SOLE | 365,964 | 0 | 0 | ||
SPECTRUM BRANDS HLDGS INC NE | COM | 84790A105 | 9,270,800 | 140,000 | SH | SOLE | 140,000 | 0 | 0 | ||
THE ODP CORP | COM | 88337F105 | 3,320,379 | 73,819 | SH | SOLE | 73,819 | 0 | 0 | ||
WEX INC | COM | 96208T104 | 5,332,810 | 29,000 | SH | SOLE | 29,000 | 0 | 0 |