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Tractor Supply: A Portrait of a Compounder as a Young Company Source: Author, Data from 10-Ks https://images.squarespace-cdn.com/content/v1/5d07c11dddd5170001f39929/1596829694752-S8M092T450Y6OPW2GXGS/Drawdowns.png Eagle Point Capital's Blog - Tractor Supply: A Portrait of a Compounder as a Young Company Source: Author, Data from Yahoo Finance https://www.eaglepointcap.com/blog/radical-rationality-outsider-management monthly 0.5 2020-11-27 https://images.squarespace-cdn.com/content/v1/5d07c11dddd5170001f39929/1596047120767-E2LFRWMIEYQY7X9AJIIG/2.jpg Eagle Point Capital's Blog - Radical Rationality - Outsider Management Source: https://www.bbh.com/en-us/insights/book-review--the-outsiders--eight-unconventional-ceos-and-their-radically-rational-blueprint-for-success-q4-2015-10340 https://www.eaglepointcap.com/blog/lowes-will-this-turnaround-turn monthly 0.5 2020-11-27 https://www.eaglepointcap.com/blog/crown-castle-diversifying-from-great-to-good monthly 0.5 2020-11-27 https://images.squarespace-cdn.com/content/v1/5d07c11dddd5170001f39929/1594921877900-PYI24YRBVOID9C8LQU0Z/1.png Eagle Point Capital's Blog - Crown Castle: Diversifying from Great to Good Source: www.eaglepointcap.com https://images.squarespace-cdn.com/content/v1/5d07c11dddd5170001f39929/1594921894086-TJORE5B370K04YZAMQD1/2.png Eagle Point Capital's Blog - Crown Castle: Diversifying from Great to Good Source: Elliot Presentation https://images.squarespace-cdn.com/content/v1/5d07c11dddd5170001f39929/1594921914651-0UGY571Y08B79EKMV71I/3.png Eagle Point Capital's Blog - Crown Castle: Diversifying from Great to Good Source: Elliot Presentation https://images.squarespace-cdn.com/content/v1/5d07c11dddd5170001f39929/1594921932105-L9DGEEUI9PM3OADYVICM/4.png Eagle Point Capital's Blog - Crown Castle: Diversifying from Great to Good Source: Crown Castle Investor Presentation https://images.squarespace-cdn.com/content/v1/5d07c11dddd5170001f39929/1594921948604-X8820TRP3P1RMLVJDLS6/5.png Eagle Point Capital's Blog - Crown Castle: Diversifying from Great to Good Source: Elliot Reclaiming the Crown Presentation https://images.squarespace-cdn.com/content/v1/5d07c11dddd5170001f39929/1594921971199-SKI2NO9T0CU7G9L679VU/6.png Eagle Point Capital's Blog - 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Source: May 2019 Investor Day Presentation https://images.squarespace-cdn.com/content/v1/5d07c11dddd5170001f39929/1593207872502-XYI15MH58IPVWGM0DAM2/RBI+2.png Eagle Point Capital's Blog - Restaurant Brands International: What’s The Secret Sauce? May 2019 Investor Day Presentation https://images.squarespace-cdn.com/content/v1/5d07c11dddd5170001f39929/1593208035305-L6IGFAABQWGPMT915HFK/RBI+3.png Eagle Point Capital's Blog - Restaurant Brands International: What’s The Secret Sauce? May 2019 Investor Day Presentation https://images.squarespace-cdn.com/content/v1/5d07c11dddd5170001f39929/1593208159049-NBO6T2FLCUU97RLIS7G4/RBI+4.png Eagle Point Capital's Blog - Restaurant Brands International: What’s The Secret Sauce? Source: May 2019 Investor Day Presentation https://images.squarespace-cdn.com/content/v1/5d07c11dddd5170001f39929/1593208238699-L622LYDUAS4SN1YC6L5S/RBI+5.png Eagle Point Capital's Blog - Restaurant Brands International: What’s The Secret Sauce? May 2019 Investor Day Presentation https://images.squarespace-cdn.com/content/v1/5d07c11dddd5170001f39929/1593208298791-5WJ9YAA1B041R70VS5RT/RBI+6.png Eagle Point Capital's Blog - Restaurant Brands International: What’s The Secret Sauce? May 2019 Investor Day Presentation https://images.squarespace-cdn.com/content/v1/5d07c11dddd5170001f39929/1593208403264-Z9W0RB7IR0MGUAX3797R/Screen+Shot+2020-06-26+at+4.53.07+PM.png Eagle Point Capital's Blog - Restaurant Brands International: What’s The Secret Sauce? May 2019 Investor Day Presentation https://images.squarespace-cdn.com/content/v1/5d07c11dddd5170001f39929/1593208494483-54K0CXFK1HAUP1C9YYA3/RBI+8.png Eagle Point Capital's Blog - Restaurant Brands International: What’s The Secret Sauce? Source: Author https://images.squarespace-cdn.com/content/v1/5d07c11dddd5170001f39929/1593208555647-4PYEOTK4SW86ENKE4EEG/RBI+9.png Eagle Point Capital's Blog - Restaurant Brands International: What’s The Secret Sauce? Source: Author, Data from 2019 10-K https://www.eaglepointcap.com/blog/dunkin-donuts-good-business-better-industry monthly 0.5 2020-11-27 https://images.squarespace-cdn.com/content/v1/5d07c11dddd5170001f39929/1592507629380-WHAF0XVKB2O45VSP12H7/1.png Eagle Point Capital's Blog - Dunkin' Brands: Good Business, Better Industry Source: 2019 Q3 Investor Presentation https://images.squarespace-cdn.com/content/v1/5d07c11dddd5170001f39929/1592507649370-FMSE1RXFRZVKCEVI1IGS/2.PNG Eagle Point Capital's Blog - Dunkin' Brands: Good Business, Better Industry Source: company filings, Author https://images.squarespace-cdn.com/content/v1/5d07c11dddd5170001f39929/1592507669883-UGDR2GBIKW2HGG46AEZQ/3.png Eagle Point Capital's Blog - Dunkin' Brands: Good Business, Better Industry Source: 2019 Q3 Investor Presentation https://images.squarespace-cdn.com/content/v1/5d07c11dddd5170001f39929/1592507693207-H2DNORYR24Y7V4V2QJWC/4.png Eagle Point Capital's Blog - Dunkin' Brands: Good Business, Better Industry Source: 2019 Q3 Investor Presentation https://images.squarespace-cdn.com/content/v1/5d07c11dddd5170001f39929/1592507708927-864HZZO7FPEM6QBRD182/5.png Eagle Point Capital's Blog - 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Wyndham Hotels: Necessity Is The Mother of Invention Source: Author, Data from 2019 10-K https://images.squarespace-cdn.com/content/v1/5d07c11dddd5170001f39929/1591991990606-HMX6H9ZK1QVPCW7SDR49/WH+2.png Eagle Point Capital's Blog - Wyndham Hotels: Necessity Is The Mother of Invention Source: Author, Data from The Points Guy and 10-Ks https://images.squarespace-cdn.com/content/v1/5d07c11dddd5170001f39929/1591992097319-VCBC3MQ3EUOB7J7JC57F/image-asset.png Eagle Point Capital's Blog - Wyndham Hotels: Necessity Is The Mother of Invention Source: May 2020 Presentation https://images.squarespace-cdn.com/content/v1/5d07c11dddd5170001f39929/1591992231327-ISGR8X2KPRNUV1XN3KKM/WH+4.png Eagle Point Capital's Blog - Wyndham Hotels: Necessity Is The Mother of Invention Source: May 2020 Presentation https://images.squarespace-cdn.com/content/v1/5d07c11dddd5170001f39929/1591992301581-2HBWYOOWEBZSH0FZFDHY/WH+5.png Eagle Point Capital's Blog - Wyndham Hotels: Necessity Is The Mother of Invention Source: May 2020 Presentation https://images.squarespace-cdn.com/content/v1/5d07c11dddd5170001f39929/1591992360679-HL3O0RDVPM3QEIA9ZG78/WH+6.png Eagle Point Capital's Blog - Wyndham Hotels: Necessity Is The Mother of Invention Source: May 2020 Presentation https://images.squarespace-cdn.com/content/v1/5d07c11dddd5170001f39929/1591992484962-533C7492WQJRW75LOX9N/WH+7.png Eagle Point Capital's Blog - Wyndham Hotels: Necessity Is The Mother of Invention Source: May 2018 Presentation https://images.squarespace-cdn.com/content/v1/5d07c11dddd5170001f39929/1591992542421-5RR5D64NW1JZHU0LYPW3/WH+8.png Eagle Point Capital's Blog - Wyndham Hotels: Necessity Is The Mother of Invention Source: May 2020 Presentation https://images.squarespace-cdn.com/content/v1/5d07c11dddd5170001f39929/1591992595177-SU6DX2IJCHPG5UQ5415R/WH+9.png Eagle Point Capital's Blog - Wyndham Hotels: Necessity Is The Mother of Invention Source: May 2020 Presentation https://images.squarespace-cdn.com/content/v1/5d07c11dddd5170001f39929/1591992656046-6NSYQRH6KARXSEJDTSTP/WH+10.png Eagle Point Capital's Blog - Wyndham Hotels: Necessity Is The Mother of Invention Source: Author, Data from March 31, 2020 10-Q https://images.squarespace-cdn.com/content/v1/5d07c11dddd5170001f39929/1591992773954-BSKC4F5RYFTQ8NB6SYYV/WH+11.png Eagle Point Capital's Blog - Wyndham Hotels: Necessity Is The Mother of Invention Source: May 2020 Presentation https://images.squarespace-cdn.com/content/v1/5d07c11dddd5170001f39929/1591992985045-UKB7EIUACTM9KEEVJAXL/image-asset.png Eagle Point Capital's Blog - Wyndham Hotels: Necessity Is The Mother of Invention Source: Author, Data from 2019 10-K https://images.squarespace-cdn.com/content/v1/5d07c11dddd5170001f39929/1591992900806-VTCP2Y24GLMCSPDRX9BI/WH+13.png Eagle Point Capital's Blog - Wyndham Hotels: Necessity Is The Mother of Invention Source: Author, Data from 10-Ks https://images.squarespace-cdn.com/content/v1/5d07c11dddd5170001f39929/1591993017598-KV7VLFKIMHBMXHK7L0KF/WH+14.png Eagle Point Capital's Blog - Wyndham Hotels: Necessity Is The Mother of Invention Source: May 2020 Presentation https://images.squarespace-cdn.com/content/v1/5d07c11dddd5170001f39929/1591993039246-F3R3E8H807ZCHYVMNJ8D/WH+15.png Eagle Point Capital's Blog - Wyndham Hotels: Necessity Is The Mother of Invention Source: Author, Data from 10-Ks https://images.squarespace-cdn.com/content/v1/5d07c11dddd5170001f39929/1591993062292-9QOZ3SPCV63ZHPOTGMMN/WH+16.png Eagle Point Capital's Blog - 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Discount Retailers: Not Going Out of Style Source: TJ Maxx investor presentation https://images.squarespace-cdn.com/content/v1/5d07c11dddd5170001f39929/1591358292952-IIQLST1JFEEUQHKCX6UO/2.png Eagle Point Capital's Blog - Discount Retailers: Not Going Out of Style Source: Burlington Investor Presentation https://images.squarespace-cdn.com/content/v1/5d07c11dddd5170001f39929/1591358306494-IQ0A7R1HL0TA8OEEIBKP/3.png Eagle Point Capital's Blog - Discount Retailers: Not Going Out of Style Source: Ross Investor Presentation https://images.squarespace-cdn.com/content/v1/5d07c11dddd5170001f39929/1591358318500-GTS7ND4EBG2ZQ7T7LEJ6/4.png Eagle Point Capital's Blog - Discount Retailers: Not Going Out of Style Author, Company Filings https://images.squarespace-cdn.com/content/v1/5d07c11dddd5170001f39929/1591358332824-U5NAFKIJNFAP4J6K1IVQ/5.png Eagle Point Capital's Blog - Discount Retailers: Not Going Out of Style Author, Company Filings https://images.squarespace-cdn.com/content/v1/5d07c11dddd5170001f39929/1591358345533-GQIQD8GOFTOAX3G5YADG/6.png Eagle Point Capital's Blog - Discount Retailers: Not Going Out of Style Author, Company Filings https://images.squarespace-cdn.com/content/v1/5d07c11dddd5170001f39929/1591358360555-JHS3UCHAIC6SLHW58FZZ/7.png Eagle Point Capital's Blog - Discount Retailers: Not Going Out of Style Author, Company Filings https://images.squarespace-cdn.com/content/v1/5d07c11dddd5170001f39929/1591358373802-BMSIVXWDVBVR4MER4LWM/8.png Eagle Point Capital's Blog - Discount Retailers: Not Going Out of Style Author, Company Filings https://www.eaglepointcap.com/blog/special-situations-ecolab-and-kontoor-brands monthly 0.5 2020-11-27 https://images.squarespace-cdn.com/content/v1/5d07c11dddd5170001f39929/1590774343254-UWB1W5LYS7ZC18DDNXY5/617834-15900831619446054.png Eagle Point Capital's Blog - Special Situations: Ecolab and Kontoor Brands https://images.squarespace-cdn.com/content/v1/5d07c11dddd5170001f39929/1590774294840-Z9XDJ81KM8Z3GMJB8S7B/617834-15900879911588812.png Eagle Point Capital's Blog - Special Situations: Ecolab and Kontoor Brands https://www.eaglepointcap.com/blog/why-we-recently-bought-hilton monthly 0.5 2020-11-27 https://images.squarespace-cdn.com/content/v1/5d07c11dddd5170001f39929/1589998955074-C3NHOGG9B4REU74Z6OHX/1.png Eagle Point Capital's Blog - Why We Recently Bought Hilton Source: February Investor Presentation https://images.squarespace-cdn.com/content/v1/5d07c11dddd5170001f39929/1589998972644-O8BWBC1IHRMNEZB8ZW5M/2.png Eagle Point Capital's Blog - Why We Recently Bought Hilton Source: February Investor Presentation https://images.squarespace-cdn.com/content/v1/5d07c11dddd5170001f39929/1589998988955-91SYTNE1HAYP5LLX60WK/3.png Eagle Point Capital's Blog - Why We Recently Bought Hilton Source: February Investor Presentation https://images.squarespace-cdn.com/content/v1/5d07c11dddd5170001f39929/1589999007879-8ZQ7SAM8MJWP43QTA5EO/4.png Eagle Point Capital's Blog - Why We Recently Bought Hilton Source: February Investor Presentation https://images.squarespace-cdn.com/content/v1/5d07c11dddd5170001f39929/1589999025566-47R0XT7V3E4S698F1U50/5.png Eagle Point Capital's Blog - Why We Recently Bought Hilton Source: Author and company filings https://images.squarespace-cdn.com/content/v1/5d07c11dddd5170001f39929/1589999041705-XG7HOMELJT2IVEV4EFDO/6.png Eagle Point Capital's Blog - 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