0000950123-18-001862.txt : 20180214 0000950123-18-001862.hdr.sgml : 20180214 20180214060950 ACCESSION NUMBER: 0000950123-18-001862 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20171231 FILED AS OF DATE: 20180214 DATE AS OF CHANGE: 20180214 EFFECTIVENESS DATE: 20180214 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: 18606818 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 12-31-2017 12-31-2017 Covalent Partners LLC

930 Winter Street, Suite 2800 Waltham MA 02451

13F HOLDINGS REPORT 028-14764 N William C. Stone, Jr. 617-658-5508 /s/ William C. Stone, Jr. Waltham MA 02-14-2018 0 23 117947 false INFORMATION TABLE 2 form13fInfoTable.xml INFORMATION TABLE FOR FORM 13F AGCO CORP COM 001084102 7176 100468 SH SOLE 100468 0 0 GREAT AJAX CORP COM 38983D300 5078 367446 SH SOLE 367446 0 0 ALLY FINL INC COM 02005N100 9097 311955 SH SOLE 311955 0 0 BMC STK HLDGS INC COM 05591B109 3814 150743 SH SOLE 150743 0 0 BLUELINX HLDGS INC COM NEW 09624H208 2241 229640 SH SOLE 229640 0 0 CITIGROUP INC COM NEW 172967424 2255 30311 SH SOLE 30311 0 0 C&J ENERGY SVCS INC NEW COM 12674R100 6056 180929 SH SOLE 180929 0 0 D R HORTON INC COM 23331A109 3815 74710 SH SOLE 74710 0 0 ENERGY XXI GULF COAST INC COM 29276K101 5391 939171 SH SOLE 939171 0 0 GAMING & LEISURE PPTYS INC COM 36467J108 13704 370366 SH SOLE 370366 0 0 LENNAR CORP CL A 526057104 3980 62937 SH SOLE 62937 0 0 MEDICAL PPTYS TRUST INC COM 58463J304 7058 512226 SH SOLE 512226 0 0 M/I HOMES INC COM 55305B101 5796 168480 SH SOLE 168480 0 0 NABORS INDUSTRIES LTD SHS G6359F103 5422 793836 SH SOLE 793836 0 0 NEXTDECADE CORP COM 65342K105 1410 182231 SH SOLE 182231 0 0 NEXTDECADE CORP *W EXP 07/23/202 65342K113 499 831017 SH SOLE 831017 0 0 PLY GEM HLDGS INC COM 72941W100 7610 411333 SH SOLE 411333 0 0 PROPETRO HLDG CORP COM 74347M108 5723 283893 SH SOLE 283893 0 0 PIONEER NAT RES CO COM 723787107 4043 23388 SH SOLE 23388 0 0 SUPERIOR ENERGY SVCS INC COM 868157108 9371 973154 SH SOLE 973154 0 0 UNIVERSAL FST PRODS INC COM 913543104 7217 191843 SH SOLE 191843 0 0 UNITED STATES OIL FUND LP UNITS 91232N108 187 8042700 SH Put SOLE 8042700 0 0 WEATHERFORD INTL PLC ORD SHS G48833100 1004 240741 SH SOLE 240741 0 0