Holdings
| CVNA CARVANA CO | $574.1M | 51.4% | 6,530,894 | −296,909 | −4.3% | Reduced |
| HGV HILTON GRAND VACATIONS INC | $304.3M | 27.3% | 6,446,661 | −322,259 | −4.8% | Reduced |
| COF CAPITAL ONE FINANCIAL CORP | $96.1M | 8.6% | 645,252 | +111,792 | +21.0% | Added |
| CDLXEUR CARDLYTICS INC | $92.4M | 8.3% | 6,373,676 | +957,560 | +17.7% | Added |
| WRLD WORLD ACCEPTANCE CORP | $49.0M | 4.4% | 338,164 | −224,327 | −39.9% | Reduced |
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.