Holdings
| CVNA CARVANA CO | $146.6M | 43.8% | 2,525,331 | +357,565 | +16.5% | Added |
| WRLD WORLD ACCEPTANCE CORP | $79.4M | 23.7% | 677,479 | +33,677 | +5.2% | Added |
| HLF HERBALIFE LTD | $59.9M | 17.9% | 1,130,482 | — | — | Held |
| CACC CREDIT ACCEPTANCE CORP | $48.8M | 14.6% | 108,000 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| CMPREUR CIMPRESS NV | 183,085 | $18.9M |
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.