Holdings
| CVNA CARVANA CO | $1.19B | 77.2% | 5,685,029 | −692,768 | −10.9% | Reduced |
| HGV HILTON GRAND VACATIONS INC | $213.9M | 13.9% | 5,716,641 | −775,703 | −11.9% | Reduced |
| COF CAPITAL ONE FINANCIAL CORP | $127.2M | 8.3% | 709,295 | −97,094 | −12.0% | Reduced |
| CDLXEUR CARDLYTICS INC | $10.2M | 0.7% | 5,613,922 | −754,988 | −11.9% | 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.