Holdings
| HGV HILTON GRAND VACATIONS INC | $254.1M | 46.4% | 7,727,165 | — | — | Held |
| CVNA CARVANA CO | $138.6M | 25.3% | 6,827,803 | +100,000 | +1.5% | Added |
| WRLD WORLD ACCEPTANCE CORP | $73.2M | 13.4% | 755,768 | — | — | Held |
| CDLXEUR CARDLYTICS INC | $50.9M | 9.3% | 5,416,116 | — | — | Held |
| PRTY1EUR PARTY CITY HOLDCO INC | $30.9M | 5.6% | 19,557,248 | — | — | 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.