# Warlander Asset Management, LP

> Institutional holdings reported to the SEC as of Q3 2019 on Form 13F. CIK 1673887. Source: https://holderbook.com/funds/1673887-warlander-asset-management-lp/

- Reported value: $111.2M
- Positions: 2
- Weight of the ten largest: 100.0%
- Filed: 2019-11-13

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| WABTEC | [WAB](https://holderbook.com/stocks/WAB/) | $93.4M | 0 | 84.0% | 3 |
| GLOBALSTAR INC | [GSAT](https://holderbook.com/stocks/GSAT/) | $17.8M | 42,926,845 | 16.0% | 4 |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q3 2019 | $111.2M | 2 |
| Q2 2019 | $222.2M | 5 |
| Q1 2019 | $282.6M | 7 |
| Q4 2018 | $577.2M | 6 |