Holdings
| CVNA CARVANA CO | $996.6M | 47.5% | 3,305,028 | — | — | Held |
| CDLXEUR CARDLYTICS INC | $432.3M | 20.6% | 5,149,591 | +660,619 | +14.7% | Added |
| HGV HILTON GRAND VACATIONS INC | $285.4M | 13.6% | 6,000,000 | +6,000,000 | — | New |
| WRLD WORLD ACCEPTANCE CORP | $143.3M | 6.8% | 755,768 | — | — | Held |
| HLF HERBALIFE LTD | $127.0M | 6.1% | 2,996,462 | +1,000,000 | +50.1% | Added |
| PRTY1EUR PARTY CITY HOLDCO INC | $113.5M | 5.4% | 15,986,623 | — | — | Held |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| HOME AT HOME GROUP INC | 11,078,735 | $408.1M |
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.