Letters by company

Gaming & Leisure Properties, Inc.

1 letter discussing GLPI. Everything written about it on this site is on its ticker page.

CrossingBridge Advisors Q2 2025 Commentary - United We Stand, Divided We Deal CrossingBridge argues that creditor-friendly covenants protected its Stockwik position through operational stress and enabled an early redemption after the company refinanced. The firm built a senior secured Bally’s loan position after a market sell-off, expecting asset sales and creditor consent rights to drive repayment, while maintaining a defensive, selective credit posture amid stagflation risk. Q2 2025 BALY $677M