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MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Rotation Capital Management, LP INSTITUTION : Rotation Capital Management, LP
Rotation Capital Management, LP Latest Top 20 Portfolio Holdings: (Filing Date: 2017-11-14) --- full portfolio
Company (links to holding history) Ticker Value On
2017-09-30
No of Shares % of portfolio
ISHARES TR    (MSCI EMG MKT ETF) EEM 15,975,000 355,000 14.38%
CISION LTD    (*W EXP 06/22/202) 11,105,000 3,764,441 9.99%
UNITED RENTALS INC    (COM) URI 9,175,000 66,000 8.26%
NEXEO SOLUTIONS INC    (*W EXP 06/09/202) 7,189,000 16,339,591 6.47%
HOSTESS BRANDS INC    (*W EXP 11/04/202) 6,230,000 3,053,955 5.60%
DOUBLE EAGLE ACQUISITION COR    (COM) 5,142,000 509,088 4.62%
GLOBAL PARTNER ACQUISITION C    (COM) 4,973,000 495,800 4.47%
PENSARE ACQUISITION CORP    (COM) 4,845,000 500,000 4.36%
CENVEO INC    (COM NEW) 4,757,000 1,378,744 4.28%
BOULEVARD ACQUISITION    (*W EXP 09/25/202) 4,625,000 5,196,582 4.16%
OSPREY ENERGY ACQUISITION CO    (CL A COM) 3,876,000 400,000 3.48%
DOUBLE EAGLE ACQUISITION COR    (*W EXP 09/16/202) 3,661,000 5,306,489 3.29%
FINTECH ACQUISITION CORP II    (COM) 3,468,000 352,400 3.12%
GLOBAL PARTNER ACQUISITION C    (*W EXP 07/01/202) 2,575,000 3,260,001 2.31%
CAPITOL INVT CORP IV    (UNIT 99/99/9999) 2,024,000 200,000 1.82%
PENSARE ACQUISITION CORP    (RIGHT 99/99/9999) 1,991,000 4,977,450 1.79%
VANTAGE ENERGY ACQUISITION    (COM CL A) 1,960,000 200,001 1.76%
MODERN MEDIA ACQUISITION    (COM) 1,952,000 200,000 1.75%
SILVER RUN ACQUISITION    (*W EXP 03/28/202) 1,796,000 1,181,484 1.61%
MODERN MEDIA ACQUISITION    (*W EXP 05/17/202) 1,621,000 3,001,499 1.45%


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MAJOR GURUS:
Warren Buffett
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