0000950123-18-006806.txt : 20180717 0000950123-18-006806.hdr.sgml : 20180717 20180717060410 ACCESSION NUMBER: 0000950123-18-006806 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180630 FILED AS OF DATE: 20180717 DATE AS OF CHANGE: 20180717 EFFECTIVENESS DATE: 20180717 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: 18955439 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 06-30-2018 06-30-2018 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 07-17-2018 0 62 635728 false INFORMATION TABLE 2 form13fInfoTable.xml INFORMATION TABLE FOR FORM 13F AIR LEASE CORP COM 00912x302 41542 989800 SH SOLE 975000 0 14800 ALLIANCE RES PARTNER LP UT LTD COM 01877r108 10616 578534 SH SOLE 568187 0 10347 ALPHABET INC CAP STK CLA COM 02079k305 10163 9000 SH SOLE 9000 0 0 AQUA METALS INC COM 03837j101 1593 553000 SH SOLE 553000 0 0 ATHENE HOLDING LTD COM USD COM g0684d107 10250 233796 SH SOLE 233796 0 0 BANK OF AMERICA CORP COM 060505104 8457 300000 SH SOLE 300000 0 0 CAESARS ENTERTAIN CORP COM 127686103 33282 3110483 SH SOLE 3110483 0 0 CARMAX INC COM 143130102 1093 15000 SH SOLE 15000 0 0 CASTLIGHT HEALTH INC CLB COM 14862q100 3120 734000 SH SOLE 734000 0 0 CATERPILLAR INC COM 149123101 27270 201000 SH SOLE 201000 0 0 CHEMOURS CO COM COM 163851108 15167 341900 SH SOLE 341900 0 0 COMCAST CORP NEW CLA COM 20030n101 13042 397500 SH SOLE 397500 0 0 D R HORTON INC COM COM 23331a109 15785 385000 SH SOLE 385000 0 0 DEERE AND COMPANY COM 244199105 22374 160045 SH SOLE 160045 0 0 DOWDUPONT INC COM 26078j100 7910 120000 SH SOLE 120000 0 0 ECO STIM ENERGY SOLUTIONS COM 27888d101 280 350000 SH SOLE 350000 0 0 EMERSON ELECTRIC CO COM 291011104 16352 236505 SH SOLE 236505 0 0 EVEREST RE GROUP LTD COM g3223r108 9219 40000 SH SOLE 40000 0 0 FACEBOOK INC COM USD COM 30303m102 2332 12000 SH SOLE 12000 0 0 GARDNER DENVER HLDGS INC COM 36555p107 3233 110000 SH SOLE 110000 0 0 GCI LIBERTY INC COM CLASS A COM 36164v305 23983 532018 SH SOLE 523318 0 8700 GENESIS ENERGY L P COM 371927104 6463 295000 SH SOLE 266000 0 29000 HELIX ENERGY SOLUTIONS GROUP COM 42330p107 2499 300000 SH SOLE 300000 0 0 HI-CRUSH PARTNERS LP COM 428337109 1417 120079 SH SOLE 120079 0 0 HORNBECK OFFSHORE SVC 1.5 9/1/2019 CV NOTE 440543an6 2550 3000000 PRN SOLE 3000000 0 0 HUBBELL INC COM 443510607 26224 248000 SH SOLE 248000 0 0 ICHOR HOLDINGS SHS COM g4740b105 14257 671877 SH SOLE 671877 0 0 JPMORGAN CHASE AND CO COM 46625h100 4168 40000 SH SOLE 40000 0 0 KKR AND CO INC CL A COM 48251w104 1243 50000 SH SOLE 50000 0 0 LENNAR CORP CL A COM 526057104 10269 195600 SH SOLE 195600 0 0 LIBERTY BROADBAND CORP CL A COM 530307107 1362 18000 SH SOLE 18000 0 0 LIBERTY BROADBAND CORP CL C COM 530307305 2726 36000 SH SOLE 36000 0 0 LIBERTY MEDIA CORP BRAVES GRP CL C COM 531229888 635 24553 SH SOLE 24553 0 0 LIBERTY MEDIA CORP FORMULA ONE CL A COM 531229870 636 18000 SH SOLE 18000 0 0 LIBERTY MEDIA CORP FORMULA ONE CL C COM 531229854 1337 36000 SH SOLE 36000 0 0 LIBERTY MEDIA CORP SIRIUSXM A COM 531229409 3244 72000 SH SOLE 72000 0 0 LIBERTY MEDIA CORP SIRIUSXM C COM 531229607 6532 144000 SH SOLE 144000 0 0 LIQTECH INTL INC COM 53632a102 193 259000 SH SOLE 259000 0 0 MACQUARIE INFRASTRUCTURE CORP COM 55608b105 43783 1037511 SH SOLE 1031618 0 5893 MAGELLAN MIDSTREAM PRTNRS LP COM 559080106 3592 52000 SH SOLE 52000 0 0 MARTIN MARIETTA MATERIALS INC COM 573284106 20770 93000 SH SOLE 93000 0 0 MEDALLION FINL CORP COM 583928106 1644 300000 SH SOLE 250000 0 50000 MELCO RESORTS AND ENTERTAINMENT COM 585464100 4760 170000 SH SOLE 170000 0 0 MGM RESORTS INTERNATIONAL COM 552953101 17811 613528 SH SOLE 613528 0 0 MICROSOFT CORP COM 594918104 9861 100000 SH SOLE 100000 0 0 NEW MEDIA INVESTMENT GROUP INC COM 64704v106 1737 94000 SH SOLE 94000 0 0 OXFORD LANE CAPITAL CORP COM 691543102 4353 417709 SH SOLE 185111 0 232598 OXFORD SQUARE CAP CORP COM 69181v107 4161 603000 SH SOLE 403000 0 200000 PARKER HANNIFIN CORP COM 701094104 2182 14000 SH SOLE 14000 0 0 SINCLAIR BROADCAST GROUP INC COM 829226109 1929 60000 SH SOLE 60000 0 0 SLM CORP COM COM 78442p106 15458 1350000 SH SOLE 1350000 0 0 SPX CORP COM USD COM 784635104 33110 944655 SH SOLE 944655 0 0 TRILOGY METALS INC COM 89621c105 18294 10277412 SH SOLE 10187412 0 90000 UNITED RENTALS INC COM 911363109 23324 158000 SH SOLE 158000 0 0 VANGUARD INTL EQ INDEX FTSE ALL WORLD COM 922042775 1814 35000 SH SOLE 0 0 35000 VANGUARD INTL EQ INDEX FTSE EMERG MKTS COM 922042858 844 20000 SH SOLE 0 0 20000 VULCAN MATERIALS CO COM 929160109 19875 154000 SH SOLE 154000 0 0 WHEATON PRECIOUS METALS CORP COM 962879102 16971 769300 SH SOLE 760300 0 9000 WMIH CORP COM 92936p100 484 361472 SH SOLE 361472 0 0 WPX ENERGY INC PFD SER A CV PFD 98212b202 25521 338301 SH SOLE 338301 0 0 CALL (MLM) MARTIN MARIETTA AUG 17 230 CALL 3703499nj 352 550 SH Call SOLE 550 0 0 CALL (URI) UNITED RENTALS SEP 21 180 CALL 3556149uo 280 1648 SH Call SOLE 1648 0 0