0000950123-16-017013.txt : 20160513 0000950123-16-017013.hdr.sgml : 20160513 20160513065307 ACCESSION NUMBER: 0000950123-16-017013 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160331 FILED AS OF DATE: 20160513 DATE AS OF CHANGE: 20160513 EFFECTIVENESS DATE: 20160513 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: 161645836 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 03-31-2016 03-31-2016 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 /s/ William C. Stone, Jr. Waltham MA 05-13-2016 0 30 309276 false
INFORMATION TABLE 2 form13fInfoTable.xml INFORMATION TABLE FOR FORM 13F GREAT AJAX CORP COM 38983D300 11624 1038781 SH SOLE 1038781 0 0 ALLY FINL INC COM 02005N100 7523 401859 SH SOLE 401859 0 0 TOPBUILD CORP COM 89055F103 13476 453141 SH SOLE 453141 0 0 CALATLANTIC GROUP INC COM 128195104 32616 975938 SH SOLE 975938 0 0 CAESARSTONE SDOT-YAM LTD ORD SHS M20598104 10343 301115 SH SOLE 301115 0 0 CITIGROUP INC COM 172967424 12776 306022 SH SOLE 306022 0 0 D R HORTON INC COM 23331A109 18466 610842 SH SOLE 610842 0 0 GAMING & LEISURE PPTYS INC COM 36467J108 23646 764743 SH SOLE 764743 0 0 GENERAL MTRS CO COM 37045V100 4386 139542 SH SOLE 139542 0 0 HARMONY MERGER CORP UNIT 99/99/9999 413247206 900 90000 SH SOLE 90000 0 0 HARMONY MERGER CORP *W EXP 01/01/202 413247123 158 720000 SH SOLE 720000 0 0 HARMONY MERGER CORP COM 413247107 2 180000 SH SOLE 180000 0 0 ISHARES TR 20 YR TR BD ETF 464287432 1593 1375000 SH Put SOLE 1375000 0 0 LENNAR CORP CL A 526057104 14213 293891 SH SOLE 293891 0 0 LGI HOMES INC COM 50187T106 10817 446803 SH SOLE 446803 0 0 MONARCH CASINO & RESORT INC COM 609027107 8086 415539 SH SOLE 415539 0 0 MEDIA GEN INC NEW COM 58441K100 3914 240000 SH SOLE 240000 0 0 M/I HOMES INC NOTE 3.250% 9/1 55292PAA3 5464 5430000 PRN SOLE 5430000 0 0 MERITAGE HOMES CORP NOTE 1.875% 9/1 59001AAR3 1190 1200000 PRN SOLE 1200000 0 0 NEW HOME CO INC COM 645370107 17152 1399002 SH SOLE 1399002 0 0 NORBORD INC COM NEW 65548P403 11824 594264 SH SOLE 594264 0 0 PENN NATL GAMING INC COM 707569109 13707 821249 SH SOLE 821249 0 0 PULTE GROUP INC COM 745867101 24952 1333594 SH SOLE 1333594 0 0 STANDARD PAC CORP NEW NOTE 1.250% 8/0 85375CBC4 2633 2500000 PRN SOLE 2500000 0 0 TOLL BROS FIN CORP NOTE 0.500% 9/1 88947EAM2 2910 3000000 PRN SOLE 3000000 0 0 TOLL BROTHERS INC COM 889478103 9148 310000 SH SOLE 310000 0 0 WCI CMNTYS INC COM PAR $0.01 92923C807 20357 1095665 SH SOLE 1095665 0 0 WEATHERFORD INTL PLC ORD SHS G48833100 34 34400 SH Call SOLE 34400 0 0 LYON WILLIAM HOMES CL A NEW 552074700 24599 1697639 SH SOLE 1697639 0 0 WYNN RESORTS LTD COM 983134107 767 42600 SH Call SOLE 42600 0 0