Holdings
| HGV HILTON GRAND VACATIONS INC | $305.2M | 62.6% | 6,869,465 | −498,465 | −6.8% | Reduced |
| CVNA CARVANA CO | $66.8M | 13.7% | 6,827,803 | — | — | Held |
| WRLD WORLD ACCEPTANCE CORP | $62.9M | 12.9% | 755,768 | — | — | Held |
| COF CAPITAL ONE FINANCIAL CORP | $34.1M | 7.0% | 354,820 | +203,602 | +134.6% | Added |
| CDLXEUR CARDLYTICS INC | $18.4M | 3.8% | 5,416,116 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| PRTY1EUR PARTY CITY HOLDCO INC | 19,557,248 | $7.1M |
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.