Holdings
| FIAT CHRYSLER AUTOMOBILES N | $141.2M | 36.3% | 12,922,130 | +950,200 | +7.9% | Added |
| GENERAL MTRS CO | $108.1M | 27.8% | 6,053,822 | +474,985 | +8.5% | Added |
| GOOG ALPHABET INC-CL C | $54.9M | 14.1% | 66,228 | −2,960 | −4.3% | Reduced |
| AER AERCAP HOLDINGS NV | $37.7M | 9.7% | 819,185 | +147,500 | +22.0% | Added |
| RACE FERRARI NV | $29.7M | 7.6% | 398,138 | — | — | Held |
| LUV SOUTHWEST AIRLINES CO | $16.2M | 4.2% | 300,975 | — | — | Held |
| SRG SERITAGE GROWTH PROP- A | $1.2M | 0.3% | 27,002 | −502,111 | −94.9% | 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.