 CHURCHILL DOWNSCHDN |
| 8.47% | 7.36% | $1,300.9万 | 14.5万股 | $859.7万 | 9.6万股 | +4.9万股+51.64% | 加仓 |
| BBRIGHTSTAR LOTTERYBRSL |
| 5.85% | 8.22% | $898.1万 | 83.8万股 | $960.1万 | 75.4万股 | +8.4万股+11.18% | 加仓 |
| PPENN ENTERTAINMENTPENN |
| 5.61% | 8.28% | $861.7万 | 40.3万股 | $967.0万 | 64.3万股 | -24.0万股-37.30% | 减仓 |
 永利度假村WYNN |
| 5.18% | 2.17% | $796.1万 | 8.2万股 | $253.9万 | 2.5万股 | +5.7万股+228.00% | 加仓 |
 VAIL RESORTSMTN |
| 5.14% | 4.39% | $789.7万 | 5.8万股 | $513.3万 | 4.0万股 | +1.8万股+45.00% | 加仓 |
| SSPDR标普500 ETFSPY |
| 4.86% | — | $746.8万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
| V先锋领航指数基金VOO |
| 4.79% | — | $736.4万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
 GAMING &LEISURE PGLPI |
| 3.88% | 5.08% | $596.1万 | 13.4万股 | $594.0万 | 13.4万股 | 00.00% | 持仓不变 |
 凯悦H |
| 3.78% | 3.69% | $581.5万 | 3.0万股 | $431.4万 | 3.0万股 | 00.00% | 持仓不变 |
 KIMBELL RTY PARTNERS LP UNITKRP |
| 3.76% | 4.92% | $577.6万 | 39.8万股 | $575.3万 | 39.8万股 | 00.00% | 持仓不变 |
 UNITED PARKS & RESORTSPRKS |
| 3.73% | 4.95% | $572.9万 | 12.0万股 | $578.1万 | 17.7万股 | -5.7万股-32.20% | 减仓 |
 U HAUL HOLDINGSCL |
| 3.19% | 2.32% | $490.1万 | 8.5万股 | $270.7万 | 6.1万股 | +2.4万股+40.17% | 加仓 |
 美高梅MGM |
| 3.11% | 3.17% | $478.1万 | 10.0万股 | $370.1万 | 10.0万股 | 00.00% | 持仓不变 |
| PPEOPLE INCPPLI |
| 2.85% | 5.82% | $438.5万 | 9.5万股 | $680.5万 | 17.0万股 | -7.5万股-44.12% | 减仓 |
| WWYNDHAM HOTELS & RESORTSWH |
| 2.74% | 2.43% | $421.1万 | 5.0万股 | $284.3万 | 3.5万股 | +1.5万股+42.86% | 加仓 |
 CAESARS ENTERTAINMENT NECZR |
| 2.65% | 3.55% | $407.4万 | 13.5万股 | $415.2万 | 15.7万股 | -2.2万股-14.07% | 减仓 |
 RED ROCK RESORTSRRR |
| 2.33% | 2.28% | $357.8万 | 5.5万股 | $266.8万 | 5.0万股 | +5,000股+10.00% | 加仓 |
 ALLIANCE RESOURCE PARTNERS L P UT LTD PARTARLP |
| 2.33% | 3.53% | $357.5万 | 14.9万股 | $412.2万 | 14.9万股 | 00.00% | 持仓不变 |
 U HAUL HOLDINGUHAL |
| 2.19% | 3.24% | $336.5万 | 5.1万股 | $378.4万 | 7.9万股 | -2.8万股-35.08% | 减仓 |
| UUNITED STS OIL FDUSO |
| 2.08% | — | $319.3万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
| IiShares安硕·RUSSELLIWM |
| 1.96% | — | $300.5万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
| AATLAS ENERGY SOLUTIONSAESI |
| 1.84% | 1.46% | $282.4万 | 17.0万股 | $170.6万 | 13.0万股 | +4.0万股+30.77% | 加仓 |
| NNORWEGIAN CRUISE LINE HLDGS LT SHSNCLH |
| 1.37% | 1.28% | $211.1万 | 10.0万股 | $149.6万 | 8.0万股 | +2.0万股+25.00% | 加仓 |
| KKODIAK GAS SVCSKGS |
| 1.37% | 2.39% | $210.2万 | 2.8万股 | $279.8万 | 4.8万股 | -2.0万股-41.68% | 减仓 |
 VIKING ORD SHSVIK |
| 1.36% | 1.26% | $209.3万 | 2.0万股 | $147.0万 | 2.0万股 | 00.00% | 持仓不变 |
 ACCEL ENTERTAINMENTACEL |
| 1.3% | 1.25% | $200.3万 | 15.9万股 | $146.0万 | 13.4万股 | +2.5万股+18.68% | 加仓 |
| FFULL HSE RESORTS INC COMFLL |
| 1.3% | 1.38% | $199.5万 | 71.5万股 | $160.9万 | 71.5万股 | 00.00% | 持仓不变 |
| RREPUBLIC AWYS HLDGS INCRJET |
| 1.13% | 1.79% | $173.5万 | 8.3万股 | $209.2万 | 11.7万股 | -3.4万股-29.39% | 减仓 |
| S六旗FUN |
| 1.11% | 0.99% | $170.4万 | 8.0万股 | $115.4万 | 6.5万股 | +1.5万股+23.08% | 加仓 |
| PPERSHING SQUARE USA LTDPSUS |
| 0.97% | — | $149.5万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
 MADISON SQUARE GARDEN SPCLASS AMSGS |
| 0.85% | 0.9% | $131.2万 | 3,265股 | $104.9万 | 3,265股 | 00.00% | 持仓不变 |
 VICI PPTYS COMVICI |
| 0.85% | — | $130.5万 | 4.9万股 | $0 | 0股 | +4.9万股 | 新买入 |
 PELOTON INTERACTIVEPTON |
| 0.79% | — | $121.2万 | 20.5万股 | $0 | 0股 | +20.5万股 | 新买入 |
| NNINE ENERGY SERVICENINE |
| 0.68% | — | $104.8万 | 8.1万股 | $0 | 0股 | +8.1万股 | 新买入 |
| SSEADRILLSDRL |
| 0.62% | 2.14% | $94.6万 | 2.5万股 | $250.3万 | 5.5万股 | -3.0万股-54.55% | 减仓 |
 BOYD GAMINGBYD |
| 0.57% | 0.7% | $88.3万 | 1.0万股 | $82.2万 | 1.0万股 | 00.00% | 持仓不变 |
| WWHITEHAWK MINERALS CORPWHK |
| 0.54% | — | $83.5万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
| CCARMAXKMX |
| 0.52% | 0.36% | $79.3万 | 1.5万股 | $41.6万 | 1.0万股 | +5,000股+50.00% | 加仓 |
 优步UBER |
| 0.47% | 0.92% | $72.2万 | 1.0万股 | $107.9万 | 1.5万股 | -5,000股-33.33% | 减仓 |
| BBRAEMAR HOTELS & RESORTS |
| 0.45% | 0.62% | $69.4万 | 5.0万股 | $72.2万 | 5.0万股 | 00.00% | 持仓不变 |
| IiShares比特币ETFIBIT |
| 0.43% | 0.66% | $66.6万 | 2.0万股 | $76.8万 | 2.0万股 | 00.00% | 持仓不变 |
| CCALIFORNIA RESCRC |
| 0.34% | — | $52.9万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
 LAS VEGAS SANDS COMLVS |
| 0.3% | 0.46% | $46.2万 | 1.0万股 | $53.9万 | 1.0万股 | 00.00% | 持仓不变 |
| BBRAEMAR HOTELS & RESORTS INC COMBHR |
| 0.14% | 0.3% | $21.5万 | 9.9万股 | $35.3万 | 14.9万股 | -5.0万股-33.47% | 减仓 |
| GGALIANO GOLDGAU |
| 0.12% | 0.21% | $18.7万 | 10.0万股 | $25.1万 | 10.0万股 | 00.00% | 持仓不变 |
| TTALOS ENERGYTALO |
| 0.08% | 0.13% | $12.9万 | 1.0万股 | $15.8万 | 1.0万股 | 00.00% | 持仓不变 |
