Holdings
| LOAR LOAR HOLDINGS INC | $2.05B | 40.1% | 38,434,378 | +38,434,378 | — | New |
| LAD LITHIA MOTORS INC | $603.7M | 11.8% | 2,391,188 | — | — | Held |
| ABG ASBURY AUTOMOTIVE GROUP | $480.5M | 9.4% | 2,108,540 | — | — | Held |
| GOOGL ALPHABET INC-CL A | $376.5M | 7.4% | 2,067,195 | — | — | Held |
| META META PLATFORMS INC-CLASS A | $312.9M | 6.1% | 620,547 | — | — | Held |
| ET ENERGY TRANSFER LP | $289.3M | 5.7% | 17,834,322 | — | — | Held |
| CPNG COUPANG INC | $272.7M | 5.3% | 13,017,964 | — | — | Held |
| UHAL/B U-HAUL HOLDING CO-NON VOTING | $212.8M | 4.2% | 3,545,220 | — | — | Held |
| WTW WILLIS TOWERS WATSON PLC | $188.9M | 3.7% | 720,779 | — | — | Held |
| SGI SOMNIGROUP INTERNATIONAL INC | $170.4M | 3.3% | 3,600,000 | — | — | Held |
| CWH CAMPING WORLD HOLDINGS INC-A | $91.2M | 1.8% | 5,108,808 | — | — | Held |
| UTE0 CANTALOUPE INC | $47.4M | 0.9% | 7,180,000 | — | — | Held |
| NUVB NUVATION BIO INC | $11.1M | 0.2% | 3,811,513 | — | — | Held |
| UHAL U-HAUL HOLDING CO | $4.6M | 0.1% | 75,005 | −202,006 | −72.9% | Reduced |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.