RUSH ISLAND MANAGEMENT, LP Q4 2018 Filing
Filed February 14, 2019
Portfolio Value
$147.9B
Holdings
14
Report Date
Q4 2018
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | STAYUSDEXTENDED STAY AMER INC | 1,346,619 | $20.9B | 14.11% | |
| 2 | HPPHUDSON PAC PPTYS INC | 711,633 | $20.7B | 13.98% | |
| 3 | VNOVORNADO RLTY TR | 221,658 | $13.7B | 9.30% | |
| 4 | WHWYNDHAM HOTELS & RESORTS INC | 276,766 | $12.6B | 8.49% | |
| 5 | —NEW SR INVT GROUP INC | 2,746,988 | $11.3B | 7.65% | Call |
| 6 | PLYAPLAYA HOTELS & RESORTS NV | 1,555,257 | $11.2B | 7.56% | |
| 7 | CZREURCAESARS ENTMT CORP | 1,545,104 | $10.5B | 7.09% | |
| 8 | LPTUSDLIBERTY PPTY TR | 235,019 | $9.8B | 6.65% | |
| 9 | MACMACERICH CO | 191,434 | $8.3B | 5.60% | |
| 10 | LXPUSDLEXINGTON REALTY TRUST | 1,008,569 | $8.3B | 5.60% | |
| 11 | EPRTESSENTIAL PPTYS RLTY TR INC | 570,344 | $7.9B | 5.34% | |
| 12 | DHID R HORTON INC | 212,526 | $7.4B | 4.98% | |
| 13 | JBGSJBG SMITH PPTYS | 150,928 | $5.3B | 3.55% | |
| 14 | —SPIRIT MTA REIT | 20,076 | $143.0M | 0.10% |