RUSH ISLAND MANAGEMENT, LP Q1 2019 Filing
Filed May 15, 2019
Portfolio Value
$168.5B
Holdings
18
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (18 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | STAYUSDEXTENDED STAY AMER INC | 1,019,694 | $18.3B | 10.86% | |
| 2 | SRCUSDSPIRIT RLTY CAP INC NEW | 453,471 | $18.0B | 10.69% | |
| 3 | WHWYNDHAM HOTELS & RESORTS INC | 351,868 | $17.6B | 10.44% | |
| 4 | VNOVORNADO RLTY TR | 257,658 | $17.4B | 10.31% | |
| 5 | DRHDIAMONDROCK HOSPITALITY CO | 1,587,477 | $17.2B | 10.20% | |
| 6 | PLYAPLAYA HOTELS & RESORTS NV | 1,466,385 | $11.2B | 6.64% | |
| 7 | 6PMPARAMOUNT GROUP INC | 771,785 | $11.0B | 6.50% | |
| 8 | HPPHUDSON PAC PPTYS INC | 314,733 | $10.8B | 6.43% | |
| 9 | CZREURCAESARS ENTMT CORP | 1,025,805 | $8.9B | 5.29% | |
| 10 | DHID R HORTON INC | 212,526 | $8.8B | 5.22% | |
| 11 | —NEW SR INVT GROUP INC | 1,292,867 | $7.0B | 4.18% | Call |
| 12 | LXPUSDLEXINGTON REALTY TRUST | 676,521 | $6.1B | 3.64% | |
| 13 | HSTHOST HOTELS & RESORTS INC | 303,538 | $5.7B | 3.40% | |
| 14 | —TRINITY MERGER CORP | 355,565 | $3.6B | 2.16% | |
| 15 | —ISTAR INC | 244,700 | $2.1B | 1.22% | |
| 16 | AMHAMERICAN HOMES 4 RENT | 82,100 | $1.9B | 1.11% | |
| 17 | SHOSUNSTONE HOTEL INVS INC NEW | 126,700 | $1.8B | 1.08% | |
| 18 | —SPIRIT MTA REIT | 167,594 | $1.1B | 0.65% |