Holdings
| HGV HILTON GRAND VACATIONS INC | $276.1M | 41.9% | 7,727,165 | — | — | Held |
| CVNA CARVANA CO | $151.9M | 23.0% | 6,727,803 | +2,564,900 | +61.6% | Added |
| CDLXEUR CARDLYTICS INC | $120.8M | 18.3% | 5,416,116 | — | — | Held |
| WRLD WORLD ACCEPTANCE CORP | $84.8M | 12.9% | 755,768 | — | — | Held |
| PRTY1EUR PARTY CITY HOLDCO INC | $25.8M | 3.9% | 19,557,248 | +1,505,625 | +8.3% | Added |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| HLF HERBALIFE LTD | 2,907,762 | $88.3M |
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.