Holdings
| CVNA CARVANA CO | $92.9M | 32.3% | 2,056,159 | +48,091 | +2.4% | Added |
| WRLD WORLD ACCEPTANCE CORP | $67.5M | 23.4% | 602,731 | −60 | −0.0% | Reduced |
| HLF HERBALIFE LTD | $60.7M | 21.1% | 1,130,482 | +565,241 | +100.0% | Added |
| CACC CREDIT ACCEPTANCE CORP | $39.4M | 13.7% | 108,000 | +2,014 | +1.9% | Added |
| CMPREUR CIMPRESS NV | $27.3M | 9.5% | 183,085 | −7,114 | −3.7% | 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.