Holdings
| CVNA CARVANA CO | $1.43B | 81.7% | 4,541,291 | −68,909 | −1.5% | Reduced |
| HGV HILTON GRAND VACATIONS INC | $205.0M | 11.7% | 5,239,891 | −77,489 | −1.5% | Reduced |
| COF CAPITAL ONE FINANCIAL CORP | $105.0M | 6.0% | 575,548 | −8,577 | −1.5% | Reduced |
| CDLXEUR CARDLYTICS INC | $5.5M | 0.3% | 5,198,067 | — | — | Held |
| SWIM LATHAM GROUP INC | $5.0M | 0.3% | 928,545 | −13,852 | −1.5% | 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.