GRATIA CAPITAL, LLC

Q4 2013 13F-HR/A Holdings

Location
Los Angeles, CA
Holdings as of
12/31/2013
Date filed
2/18/2014
Form type
13F-HR/A - RESTATEMENT
Num holdings
33
Total value ($000)
$123,088
Net value change ($000)
New positions
30
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SCI 9,898
OCEAN RIG UDW INC 7,234
ISLE OF CAPRI CASINOS 6,523
LGIH 6,497
HAWAIIAN HOLDINGS INC 6,466
LYV 6,095
JGWPT HLDGS INC 6,087
PMT 5,183
ARMK 5,031
CLUBCORP HLDGS INC COM 4,936
Top Reduces (Value $000, Stocks/ETFs)
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 612 (0.5% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type