RUSH ISLAND MANAGEMENT, LP Q4 2019 Filing
Filed February 14, 2020
Portfolio Value
$139.0B
Holdings
12
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VNOVORNADO RLTY TR | 330,655 | $22.0B | 15.81% | |
| 2 | VICIVICI PPTYS INC | 716,815 | $18.3B | 13.17% | |
| 3 | —BROADMARK RLTY CAP INC | 1,415,616 | $18.0B | 12.98% | |
| 4 | WHWYNDHAM HOTELS & RESORTS INC | 286,115 | $18.0B | 12.92% | |
| 5 | HSTHOST HOTELS & RESORTS INC | 913,635 | $16.9B | 12.19% | |
| 6 | STAYUSDEXTENDED STAY AMER INC | 1,122,704 | $16.7B | 12.00% | |
| 7 | HGVHILTON GRAND VACATIONS INC | 283,066 | $9.7B | 7.00% | |
| 8 | PLYAPLAYA HOTELS & RESORTS NV | 899,957 | $7.6B | 5.44% | |
| 9 | INVHINVITATION HOMES INC | 194,400 | $5.8B | 4.19% | |
| 10 | —RETAIL VALUE INC | 105,765 | $3.9B | 2.80% | |
| 11 | SRCUSDSPIRIT RLTY CAP INC NEW | 40,509 | $2.0B | 1.43% | |
| 12 | —BROADMARK RLTY CAP INC | 221,664 | $84.0M | 0.06% |