Holdings
| CVNA CARVANA CO | $158.7M | 40.7% | 2,535,331 | +10,000 | +0.4% | Added |
| WRLD WORLD ACCEPTANCE CORP | $95.4M | 24.4% | 581,479 | −96,000 | −14.2% | Reduced |
| CDLXEUR CARDLYTICS INC | $56.2M | 14.4% | 2,162,020 | +2,162,020 | — | New |
| HLF HERBALIFE LTD | $48.3M | 12.4% | 1,130,482 | — | — | Held |
| CACC CREDIT ACCEPTANCE CORP | $31.7M | 8.1% | 65,468 | −42,532 | −39.4% | 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.