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Covalent Partners LLC files portfolio update

Covalent Partners LLC just filed a portfolio update (also known as a 13-F), dated November 13, 2015. The portfolio holdings are as of September 30, 2015.

Covalent Partners LLC reported adding to its positions of:

  • William Lyon Homes
  • WCI Communities, Inc.
  • Superior Energy Services
  • Penn National Gaming
  • New Home Company
  • Monarch Casino & Resort
  • LGI Homes
  • Lennar Corporation
  • Gaming Partners International Corporation
  • Dana Holding Corporation
  • Apache Corporation