0000950123-18-003505.txt : 20180413 0000950123-18-003505.hdr.sgml : 20180413 20180413064746 ACCESSION NUMBER: 0000950123-18-003505 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180331 FILED AS OF DATE: 20180413 DATE AS OF CHANGE: 20180413 EFFECTIVENESS DATE: 20180413 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SELZ CAPITAL LLC CENTRAL INDEX KEY: 0001288125 IRS NUMBER: 200450952 STATE OF INCORPORATION: DE FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-10873 FILM NUMBER: 18753128 BUSINESS ADDRESS: STREET 1: 1370 AVENUE OF THE AMERICAS STREET 2: 24TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10019 BUSINESS PHONE: 212 554 5036 MAIL ADDRESS: STREET 1: 1370 AVENUE OF THE AMERICAS STREET 2: 24TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10019 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001288125 XXXXXXXX 03-31-2018 03-31-2018 Selz Capital LLC

1370 Avenue of the Americas 24th Floor New York NY 10019

13F HOLDINGS REPORT 028-10873 N Bernard Selz 212 554-5077 /s/ Bernard Selz New York NY 04-13-2018 0 66 648711 false INFORMATION TABLE 2 form13fInfoTable.xml INFORMATION TABLE FOR FORM 13F AIR LEASE CORP COM 00912x302 42185 989800 SH SOLE 975000 0 14800 ALLIANCE HOLDINGS GP LP COM 01861g100 5802 232000 SH SOLE 225000 0 7000 ALLIANCE RES PARTNER LP COM 01877r108 4158 235600 SH SOLE 235600 0 0 ALPHABET INC CAP STK CLA COM 02079k305 16594 16000 SH SOLE 16000 0 0 ALTRIA GROUP INC COM 02209s103 14558 233600 SH SOLE 233600 0 0 AMERICAN AXLE & MFG HOLDINGS COM 024061103 10273 674965 SH SOLE 674965 0 0 AQUA METALS INC COM 03837j101 1432 553000 SH SOLE 553000 0 0 ATHENE HOLDING LTD COM g0684d107 11178 233796 SH SOLE 233796 0 0 AUTOMATIC DATA PROCESSING INC COM 053015103 15887 140000 SH SOLE 140000 0 0 CAESARS ENTERTAIN CORP COM 127686103 23886 2123185 SH SOLE 2123185 0 0 CARMAX INC COM 143130102 7935 128105 SH SOLE 128105 0 0 CASTLIGHT HEALTH INC CLB COM 14862q100 2679 734000 SH SOLE 734000 0 0 CHARTER COMMUNICATIONS INC COM 16119p108 8403 27000 SH SOLE 27000 0 0 CHEMOURS CO COM COM 163851108 12757 261900 SH SOLE 261900 0 0 COMCAST CORP NEW CLA COM 20030n101 20570 602000 SH SOLE 602000 0 0 DELL TECHNOLOGIES INC COM 24703l103 40632 555000 SH SOLE 555000 0 0 DOWDUPONT INC COM 26078j100 14271 224000 SH SOLE 224000 0 0 ECO STIM ENERGY SOLUTIONS Rest COM 27888d101 336 350000 SH SOLE 350000 0 0 EVEREST RE GROUP LTD COM COM g3223r108 10273 40000 SH SOLE 40000 0 0 GCI LIBERTY INC COM CLASS A COM 36164v305 28122 532018 SH SOLE 523318 0 8700 GENERAL MTRS CO COM COM 37045v100 8903 245000 SH SOLE 245000 0 0 GENESIS ENERGY L P COM 371927104 6800 345000 SH SOLE 316000 0 29000 HELIX ENERGY SOLUTIONS GROUP COM 42330p107 1737 300000 SH SOLE 300000 0 0 HI-CRUSH PARTNERS LP COM 428337109 1273 120079 SH SOLE 120079 0 0 HORNBECK OFFSHORE SVCS 1.5 9/1/2019 CV NOTE 440543an6 2321 3000000 PRN SOLE 3000000 0 0 ICHOR HOLDINGS SHS COM g4740b105 4100 169361 SH SOLE 169361 0 0 LAM RESEARCH CORP COM 512807108 21494 105800 SH SOLE 105800 0 0 LIBERTY BROADBAND CORP SER C COM 530307305 3085 36000 SH SOLE 36000 0 0 LIBERTY BROADBAND CORP SER A COM 530307107 1526 18000 SH SOLE 18000 0 0 LIBERTY MEDIA CORP SIRIUSXM SER A COM 531229409 2959 72000 SH SOLE 72000 0 0 LIBERTY MEDIA CORP BRAVES GRP SER C COM 531229888 560 24553 SH SOLE 24553 0 0 LIBERTY MEDIA CORP SIRIUSXM SER C COM 531229607 5882 144000 SH SOLE 144000 0 0 LIBERTY MEDIA CORP FORMULA ONE GRP SER A COM 531229870 527 18000 SH SOLE 18000 0 0 LIBERTY MEDIA CORP FORMULA ONE GRP SER C COM 531229854 1111 36000 SH SOLE 36000 0 0 LIQTECH INTL INC COM COM 53632a102 128 259000 SH SOLE 259000 0 0 MACQUARIE INFRASTRUCTURE CORP COM 55608b105 39867 1079527 SH SOLE 1073634 0 5893 MAGELLAN MIDSTREAM PRTNRS LP COM 559080106 13283 227650 SH SOLE 227650 0 0 MARTIN MARIETTA MATLS INC COM 573284106 12231 59000 SH SOLE 59000 0 0 MDC PARTNERS INC COM 552697104 1080 150000 SH SOLE 150000 0 0 MEDALLION FINL CORP COM 583928106 1395 300000 SH SOLE 250000 0 50000 MELCO RESORTS AND ENTERTAINMENT COM 585464100 10954 378000 SH SOLE 378000 0 0 MGM RESORTS INTERNATIONAL COM 552953101 12731 363528 SH SOLE 363528 0 0 MICROSOFT CORP COM 594918104 20810 228000 SH SOLE 228000 0 0 NEW MEDIA INVESTMENT GROUP INC COM 64704v106 1525 89000 SH SOLE 89000 0 0 OXFORD LANE CAP CORP COM 691543102 4231 417709 SH SOLE 185111 0 232598 OXFORD SQUARE CAP CORP COM 69181v107 3684 603000 SH SOLE 403000 0 200000 PARKER HANNIFIN CORP COM 701094104 14880 87000 SH SOLE 87000 0 0 ROCKWELL AUTOMATION INC COM 773903109 15371 88235 SH SOLE 88235 0 0 SHIRE PLC SPONSORED ADR COM 82481r106 14551 97400 SH SOLE 95000 0 2400 SINCLAIR BROADCAST GROUP INC COM 829226109 4382 140000 SH SOLE 140000 0 0 SLM CORP COM 78442p106 10466 933635 SH SOLE 933635 0 0 SPX CORP COM 784635104 27049 832801 SH SOLE 832801 0 0 STERICYCLE INC COM ISIN#US8589 COM 858912108 1171 20000 SH SOLE 20000 0 0 TEREX CORP NEW COM 880779103 13112 350500 SH SOLE 350500 0 0 TRILOGY METALS INC COM 89621c105 6701 5276488 SH SOLE 5276488 0 0 VANGUARD INTL EQ INDEX FTSE AL COM 922042775 1903 35000 SH SOLE 0 0 35000 VANGUARD INTL EQ INDEX FTSE EM COM 922042858 940 20000 SH SOLE 0 0 20000 VULCAN MATERIALS CO COM 929160109 14271 125000 SH SOLE 125000 0 0 WHEATON PRECIOUS METALSCORP CO COM 962879102 15671 769300 SH SOLE 760300 0 9000 WMIH CORP COM 92936p100 513 361472 SH SOLE 361472 0 0 WPX ENERGY INC COM 98212b103 7760 525000 SH SOLE 525000 0 0 WPX ENERGY INC PFD SER A CV PFD 98212b202 21239 338301 SH SOLE 338301 0 0 CALL (CZR) CAESARS ENTMT JUN15 $13 CALL 3438799bv 357 10205 SH Call SOLE 10205 0 0 CALL (LRCX) LAM RESEARCH CORP JUN15 $220 CALL 3440709ww 816 800 SH Call SOLE 800 0 0 CALL (SPXC) SPX CORP JUN15 $30 CALL 3442339jf 1205 3444 SH Call SOLE 3444 0 0 PUT (AAPL) APPLE INC APR20 $160 PUT 3286969vp 225 1300 SH Put SOLE 1300 0 0