Covalent Partners

Latest statistics and disclosures from Covalent Partners's latest quarterly 13F-HR filing:

Companies in the Covalent Partners portfolio as of September 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Universal Forest Products (UFPI) 11.91 178721 -33% 98.16
Bmc Stk Hldgs Inc Com Added 8.52 588004 -20% 21.35
Superior Energy Services (SPN) 7.36 1.01M -20% 10.68
D.R. Horton (DHI) 6.40 235973 -51% 39.93
M/I Homes (MHO) 6.25 344316 -14% 26.73
Medical Properties Trust (MPW) 5.82 652702 +31% 13.13
Gaming & Leisure Pptys 5.81 232187 -13% 36.89
Energy Xxi Gulfcoast 5.58 795567 -28% 10.34
Ally Financial 5.14 311955 -44% 24.26
Great Ajax Corp reit 4.78 500245 -47% 14.09
Lennar Corporation (LEN) 4.49 125271 -22% 52.80
Tesla Inc convertible security 4.17 5.00M 1.23
Candj Energy Svcs Inc New Com Added 4.07 200000 NEW 29.97
Weatherford Intl Plc ord shs 2.94 946304 -53% 4.58
Ply Gem Holdings 2.60 224694 NEW 17.05
Nabors Industries Ltd shs 2.44 444556 NEW 8.07
Propetro Hldg 1.87 192072 NEW 14.35
Nextdecade Corp stock 1.76 274649 NEW 9.42
Pulte (PHM) 1.75 94269 -40% 27.33
Citigroup Inc 1.50 30311 -45% 72.75
Pioneer Natural Resources (PXD) 1.44 14350 NEW 147.53
California Res Corp Com New stock 1.30 182564 -46% 10.46
Community Health Systems (CYH) 0.86 164795 -78% 7.68
United States Oil Fund (USO) 0.55 3.50M NEW 0.23
Nextdecade Corp w exp 07/23/202 0.51 812417 NEW 0.93
iShares Russell 2000 Index (IWM) 0.15 230000 NEW 0.96
PowerShares QQQ Trust, Series 1 (QQQQ) 0.06 140000 NEW 0.62

Past 13F-HR SEC Filings by Covalent Partners

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