Holdings
| CVNA CARVANA CO | $171.9M | 38.0% | 2,604,831 | +69,500 | +2.7% | Added |
| HOME AT HOME GROUP INC | $80.3M | 17.7% | 8,345,214 | +8,345,214 | — | New |
| CDLXEUR CARDLYTICS INC | $77.7M | 17.2% | 2,319,411 | +157,391 | +7.3% | Added |
| WRLD WORLD ACCEPTANCE CORP | $60.5M | 13.4% | 474,410 | −107,069 | −18.4% | Reduced |
| HLF HERBALIFE LTD | $42.8M | 9.5% | 1,130,482 | — | — | Held |
| PRTY1EUR PARTY CITY HOLDCO INC | $19.6M | 4.3% | 3,430,010 | +3,430,010 | — | New |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| CACC CREDIT ACCEPTANCE CORP | 65,468 | $31.7M |
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.