Holdings
| WRLD WORLD ACCEPTANCE CORP | $63.5M | 27.7% | 602,791 | — | — | Held |
| HLF HERBALIFE LTD | $55.1M | 24.1% | 565,241 | — | — | Held |
| CVNA CARVANA CO | $46.0M | 20.1% | 2,008,068 | +2,008,068 | — | New |
| CACC CREDIT ACCEPTANCE CORP | $35.0M | 15.3% | 105,986 | +29,000 | +37.7% | Added |
| CMPREUR CIMPRESS NV | $29.4M | 12.8% | 190,199 | −78,002 | −29.1% | Reduced |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| HEALTH INS INNOVATIONS INC | 750,183 | $18.7M |
| 1940857D FOGO DE CHAO INC | 1,155,836 | $13.4M |
| URI UNITED RENTALS INC | 32,300 | $5.6M |
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.