Holdings
| FIAT CHRYSLER AUTOMOBILES N | $233.9M | 60.6% | 13,109,310 | — | — | Held |
| GOOG ALPHABET INC-CL C | $48.0M | 12.4% | 45,828 | −20,400 | −30.8% | Reduced |
| AER AERCAP HOLDINGS NV | $42.5M | 11.0% | 807,721 | −239,439 | −22.9% | Reduced |
| RACE FERRARI NV | $41.8M | 10.8% | 398,138 | — | — | Held |
| LUV SOUTHWEST AIRLINES CO | $19.7M | 5.1% | 300,975 | — | — | Held |
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.