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Lafitte Capital Management LP Last Quarter Change: USA Stocks, Added

Lafitte Capital Management LP quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), from the quarter ended 2016-06-30 to 2016-09-30, Lafitte Capital Management LP opened 2 positions, added to 4, reduced 1, sold out of 4 and left 4 unchanged. The largest increase in value was EZPW (+$12,183,000); the largest decrease was AWI (-$2,936,000).

  • EZPW: Country of operation United States; Class CL A NON VTG; Shares 2016-06-30 3,164,873; Shares 2016-09-30 3,264,873.
  • MCRI: Country of operation United States; Class COM; Shares 2016-06-30 640,669; Shares 2016-09-30 686,387.
  • EXP: Country of operation United States; Class COM; Shares 2016-06-30 25,000; Shares 2016-09-30 50,000.
  • KEX: Country of operation United States; Class COM; Shares 2016-06-30 125,000; Shares 2016-09-30 136,500.

Two Form 13F-HR filings compared (SEC CIK 1405555): 2016-06-30 (filed 2016-08-15) and 2016-09-30 (filed 2016-11-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2016-06-30Shares 2016-09-30Share changeValue 2016-06-30Value 2016-09-30Value change
EZPW
EZCORP INC
United StatesCL A NON VTG3,164,8733,264,873+100,000$23,926,000$36,109,000+$12,183,000
MCRI
MONARCH CASINO & RESORT INC
United StatesCOM640,669686,387+45,718$14,075,000$17,276,000+$3,201,000
EXP
EAGLE MATERIALS INC
United StatesCOM25,00050,000+25,000$1,929,000$3,865,000+$1,936,000
KEX
KIRBY CORP
United StatesCOM125,000136,500+11,500$7,799,000$8,485,000+$686,000

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