0000950123-15-001841.txt : 20150213 0000950123-15-001841.hdr.sgml : 20150213 20150213060514 ACCESSION NUMBER: 0000950123-15-001841 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20141231 FILED AS OF DATE: 20150213 DATE AS OF CHANGE: 20150213 EFFECTIVENESS DATE: 20150213 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Covalent Partners LLC CENTRAL INDEX KEY: 0001531611 IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14764 FILM NUMBER: 15608816 BUSINESS ADDRESS: STREET 1: 930 WINTER STREET, SUITE 2800 CITY: WALTHAM STATE: MA ZIP: 02451 BUSINESS PHONE: 617-658-5508 MAIL ADDRESS: STREET 1: 930 WINTER STREET, SUITE 2800 CITY: WALTHAM STATE: MA ZIP: 02451 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001531611 XXXXXXXX 12-31-2014 12-31-2014 Covalent Partners LLC
930 Winter Street, Suite 2800 Waltham MA 02451
13F HOLDINGS REPORT 028-14764 N
William C. Stone, Jr. Chief Financial Officer 617-658-5508 William C. Stone, Jr. Waltham MA 02-13-2015 0 29 443156 false
INFORMATION TABLE 2 form13fInfoTable.xml INFORMATION TABLE FOR FORM 13F AMERICAN AIRLS GROUP INC. COM 02376R102 19128 356660 SH SOLE 356660 0 0 CITIGROUP INC COM 172967424 33846 625497 SH SOLE 625497 0 0 DANA HLDG CORP COM 235825205 30134 1386087 SH SOLE 1386087 0 0 D R HORTON INC COM 23331A109 9964 394000 SH SOLE 394000 0 0 FORD MTR CO DEL COM PAR $0.01 345370860 7515 484812 SH SOLE 484812 0 0 GAMING & LEISURE PPTYS INC COM 36467J108 23685 807259 SH SOLE 807259 0 0 GENERAL MTRS CO COM 37045V100 42462 1216342 SH SOLE 1216342 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 7133 36802 SH SOLE 36802 0 0 ICONIX BRAND GROUP INC NOTE 1.500% 3/1 451055AF4 7099 6000000 PRN SOLE 6000000 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 284 1000000 SH Put SOLE 1000000 0 0 INTERNATIONAL SPEEDWAY CORP CL A 460335201 16071 507780 SH SOLE 507780 0 0 LENNAR CORP CL A 526057104 11740 262000 SH SOLE 262000 0 0 MONARCH CASINO & RESORT INC COM 609027107 7583 457072 SH SOLE 457072 0 0 MGM RESORTS INTERNATIONAL COM 552953101 41817 1955902 SH SOLE 1955902 0 0 M/I HOMES INC COM 55305B101 5223 227472 SH SOLE 227472 0 0 MERITAGE HOMES CORP COM 59001A102 10005 278000 SH SOLE 278000 0 0 NORCRAFT COS INC COM 65557Y105 21340 1105724 SH SOLE 1105724 0 0 NCI BUILDING SYS INC COM NEW 628852204 7949 429208 SH SOLE 429208 0 0 NEW HOME CO INC COM 645370107 11457 791210 SH SOLE 791210 0 0 PENN NATL GAMING INC COM 707569109 17596 1281540 SH SOLE 1281540 0 0 PULTE GROUP INC COM 745867101 36056 1680152 SH SOLE 1680152 0 0 RYLAND GROUP INC COM 783764103 24219 628087 SH SOLE 628087 0 0 SINCLAIR BROADCAST GROUP INC CL A 829226109 10038 366893 SH SOLE 366893 0 0 SCIENTIFIC GAMES CORP CL A 80874P109 4377 343800 SH SOLE 343800 0 0 TAYLOR MORRISON HOME CORP CL A 87724P106 16473 872044 SH SOLE 872044 0 0 SPEEDWAY MOTORSPORTS INC COM 847788106 7511 343426 SH SOLE 343426 0 0 WCI CMNTYS INC COM PAR $0.01 92923C807 3791 193600 SH SOLE 193600 0 0 LYON WILLIAM HOMES CL A NEW 552074700 5888 290500 SH SOLE 290500 0 0 CREDIT SUISSE NASSAU BRH INVRS VIX STERM 22542D795 498 16000 SH SOLE 16000 0 0