Holdings
| HGV HILTON GRAND VACATIONS INC | $307.6M | 46.8% | 6,768,920 | −100,545 | −1.5% | Reduced |
| CVNA CARVANA CO | $177.0M | 26.9% | 6,827,803 | — | — | Held |
| WRLD WORLD ACCEPTANCE CORP | $99.8M | 15.2% | 744,491 | −11,277 | −1.5% | Reduced |
| COF CAPITAL ONE FINANCIAL CORP | $38.2M | 5.8% | 349,560 | −5,260 | −1.5% | Reduced |
| CDLXEUR CARDLYTICS INC | $34.2M | 5.2% | 5,416,116 | — | — | Held |
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.