Holdings
| FIAT CHRYSLER AUTOMOBILES N | $139.4M | 34.5% | 13,109,310 | +187,180 | +1.4% | Added |
| GENERAL MTRS CO | $105.7M | 26.1% | 6,079,051 | +25,229 | +0.4% | Added |
| GOOG ALPHABET INC-CL C | $60.2M | 14.9% | 66,228 | — | — | Held |
| AER AERCAP HOLDINGS NV | $46.4M | 11.5% | 999,935 | +180,750 | +22.1% | Added |
| RACE FERRARI NV | $34.1M | 8.4% | 398,138 | — | — | Held |
| LUV SOUTHWEST AIRLINES CO | $18.7M | 4.6% | 300,975 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| SRG SERITAGE GROWTH PROP- A | 27,002 | $1.2M |
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.