Holdings
| CVNA CARVANA CO | $1.66B | 80.8% | 4,922,268 | −762,761 | −13.4% | Reduced |
| HGV HILTON GRAND VACATIONS INC | $235.1M | 11.5% | 5,659,803 | −56,838 | −1.0% | Reduced |
| COF CAPITAL ONE FINANCIAL CORP | $149.4M | 7.3% | 702,181 | −7,114 | −1.0% | Reduced |
| CDLXEUR CARDLYTICS INC | $9.2M | 0.4% | 5,613,922 | — | — | 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.