Holdings
| CVNA CARVANA CO | $121.5M | 36.9% | 2,056,159 | — | — | Held |
| WRLD WORLD ACCEPTANCE CORP | $73.5M | 22.3% | 643,000 | +40,269 | +6.7% | Added |
| HLF HERBALIFE LTD | $61.7M | 18.7% | 1,130,482 | — | — | Held |
| CACC CREDIT ACCEPTANCE CORP | $47.3M | 14.4% | 108,000 | — | — | Held |
| CMPREUR CIMPRESS NV | $25.0M | 7.6% | 183,085 | — | — | 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.