CIK: 0001602119
申报总市值
US$8226.2万
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GLPI | Gaming And Leisure Propertie | 股票-房地产 | 13.90% | — | — | |
| 2 | MGP | Mgm Growth Properties Llc-a | 股票-其他 | 12.63% | — | — | |
| 3 | GDEN | Golden Entertainment INC | 股票-其他 | 11.38% | — | +37.19% | |
| 4 | ERIEUR | Eldorado Resorts INC | 股票-其他 | 10.84% | — | -48.10% | |
| 5 | HTEUR | Hersha Hospitality Trust | 股票-其他 | 10.17% | — | — | |
| 6 | MCRI | Monarch Casino & Resort INC | 股票-其他 | 9.41% | — | — | |
| 7 | RHP | Ryman Hospitality Properties | 股票-房地产 | 8.99% | — | — | |
| 8 | VICI | Vici Properties INC | 股票-房地产 | 8.34% | — | -47.37% | |
| 9 | FLL | Full House Resorts INC | 股票-其他 | 4.73% | -1.17% | -38.70% | |
| 10 | RRR | Red Rock Resorts Inc-class A | 股票-其他 | 4.29% | — | — | |
| 11 | PK | Park Hotels & Resorts INC | 股票-房地产 | 2.78% | — | — | |
| 12 | DRH | Diamondrock Hospitality Co | 股票-其他 | 2.55% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GDEN | Golden Entertainment INC | +4.5% | +37.19% | 加仓 |
| 2 | VICI | Vici Properties INC | +1.4% | -47.37% | 减仓 |
| 3 | FLL | Full House Resorts INC | -1.2% | -38.70% | 减仓 |
| 4 | ERIEUR | Eldorado Resorts INC | -13.8% | -48.10% | 减仓 |
| 5 | PENN | Penn Entertainment INC | — | EXIT | 清仓 |
| 6 | CHDN | Churchill Downs INC | — | EXIT | 清仓 |
| 7 | AYAEUR | Stars Group Inc/the | — | EXIT | 清仓 |
| 8 | MGM | Mgm Resorts International | — | EXIT | 清仓 |
| 9 | ✓ | Diamond Eagle Acquisition Co | — | EXIT | 清仓 |
| 10 | GLPI | Gaming And Leisure Propertie | — | NEW | 新建仓 |
| 11 | MGP | Mgm Growth Properties Llc-a | — | NEW | 新建仓 |
| 12 | ZVOI | Zovio INC | — | EXIT | 清仓 |
| 13 | HTEUR | Hersha Hospitality Trust | — | NEW | 新建仓 |
| 14 | MCRI | Monarch Casino & Resort INC | — | NEW | 新建仓 |
| 15 | RHP | Ryman Hospitality Properties | — | NEW | 新建仓 |
| 16 | RRR | Red Rock Resorts Inc-class A | — | NEW | 新建仓 |
| 17 | PK | Park Hotels & Resorts INC | — | NEW | 新建仓 |
| 18 | DRH | Diamondrock Hospitality Co | — | NEW | 新建仓 |
| 19 | ✓ | Diamond Eagle Acquisition Co | — | EXIT | 清仓 |