SEC 13F Intelligence

Covalent Partners LLC / GLPI

Covalent Partners LLC’s Gaming & Leisure P Position

Does Covalent Partners LLC own Gaming & Leisure P (GLPI)? Not currently — the last reported position was 21.6K shares worth $748,000 in Q2 2020; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$748,000
Q2 2020
Shares
21.6K
% of Portfolio
+5.10%
Quarters Held
6
position exited

Position History GLPI

Reported value by quarter
Q1 ’19: $10MQ1 ’19Q2 ’19: $5MQ2 ’19Q3 ’19: $5MQ3 ’19Q4 ’19: $5MQ4 ’19Q1 ’20: $4MQ1 ’20Q2 ’20: $748,000Q2 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202021.6K$748,000+5.10%
Q1 2020145.0K$4M+16.81%
Q4 2019106.0K$5M+13.05%
Q3 2019119.6K$5M+12.57%
Q2 2019124.1K$5M+9.33%
Q1 2019259.0K$10M+19.03%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Covalent Partners LLC’s full portfolio or all institutional holders of GLPI.