Lafitte Capital Management LP Buys Universal Logistics Holdings Inc, The Michaels Inc, Red Rock Resorts Inc, Sells Martin Marietta Materials Inc, The Aarons Co Inc, Full House Resorts Inc

Austin, TX, based Investment company Lafitte Capital Management LP (Current Portfolio) buys Universal Logistics Holdings Inc, The Michaels Inc, Red Rock Resorts Inc, Thermon Group Holdings Inc, Audacy, sells Martin Marietta Materials Inc, The Aarons Co Inc, Full House Resorts Inc during the 3-months ended 2021Q1, according to the most recent filings of the investment company, Lafitte Capital Management LP. As of 2021Q1, Lafitte Capital Management LP owns 12 stocks with a total value of $135 million. These are the details of the buys and sells.

For the details of Lafitte Capital Management LP's stock buys and sells, go to https://www.gurufocus.com/guru/lafitte+capital+management+lp/current-portfolio/portfolio

These are the top 5 holdings of Lafitte Capital Management LP
  1. Caesars Entertainment Inc (CZR) - 540,170 shares, 35.06% of the total portfolio. Shares reduced by 6.89%
  2. Monarch Casino & Resort Inc (MCRI) - 680,257 shares, 30.61% of the total portfolio. Shares added by 3.82%
  3. EZCORP Inc (EZPW) - 2,956,695 shares, 10.91% of the total portfolio.
  4. ChampionX Corp (CHX) - 450,000 shares, 7.26% of the total portfolio. Shares reduced by 18.18%
  5. Universal Logistics Holdings Inc (ULH) - 350,000 shares, 6.84% of the total portfolio. Shares added by 57.43%
New Purchase: The Michaels Companies Inc (MIK)

Lafitte Capital Management LP initiated holding in The Michaels Companies Inc. The purchase prices were between $13.13 and $22.02, with an estimated average price of $17.63. The stock is now traded at around $21.970000. The impact to a portfolio due to this purchase was 1.63%. The holding were 100,000 shares as of 2021-03-31.

New Purchase: Red Rock Resorts Inc (RRR)

Lafitte Capital Management LP initiated holding in Red Rock Resorts Inc. The purchase prices were between $23.36 and $35.6, with an estimated average price of $28.95. The stock is now traded at around $38.130000. The impact to a portfolio due to this purchase was 1.21%. The holding were 50,000 shares as of 2021-03-31.

New Purchase: Thermon Group Holdings Inc (THR)

Lafitte Capital Management LP initiated holding in Thermon Group Holdings Inc. The purchase prices were between $14.59 and $22.16, with an estimated average price of $18.21. The stock is now traded at around $19.290000. The impact to a portfolio due to this purchase was 0.72%. The holding were 50,000 shares as of 2021-03-31.

New Purchase: Audacy (AUD)

Lafitte Capital Management LP initiated holding in Audacy. The purchase prices were between $2.64 and $6.26, with an estimated average price of $4.88. The stock is now traded at around $4.060000. The impact to a portfolio due to this purchase was 0.64%. The holding were 163,500 shares as of 2021-03-31.

New Purchase: Audacy (AUD)

Lafitte Capital Management LP initiated holding in Audacy. The purchase prices were between $2.64 and $6.26, with an estimated average price of $4.88. The stock is now traded at around $4.060000. The impact to a portfolio due to this purchase was 0.64%. The holding were 163,500 shares as of 2021-03-31.

Added: Universal Logistics Holdings Inc (ULH)

Lafitte Capital Management LP added to a holding in Universal Logistics Holdings Inc by 57.43%. The purchase prices were between $20.74 and $26.95, with an estimated average price of $24.01. The stock is now traded at around $26.150000. The impact to a portfolio due to this purchase was 2.5%. The holding were 350,000 shares as of 2021-03-31.

Sold Out: Martin Marietta Materials Inc (MLM)

Lafitte Capital Management LP sold out a holding in Martin Marietta Materials Inc. The sale prices were between $277.8 and $347.57, with an estimated average price of $319.59.

Sold Out: Full House Resorts Inc (FLL)

Lafitte Capital Management LP sold out a holding in Full House Resorts Inc. The sale prices were between $3.7 and $8.97, with an estimated average price of $6.71.



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