Holdings
| CVNA CARVANA CO | $286.6M | 36.7% | 6,827,803 | — | — | Held |
| HGV HILTON GRAND VACATIONS INC | $275.5M | 35.3% | 6,768,920 | — | — | Held |
| WRLD WORLD ACCEPTANCE CORP | $94.6M | 12.1% | 744,491 | — | — | Held |
| CDLXEUR CARDLYTICS INC | $89.4M | 11.5% | 5,416,116 | — | — | Held |
| COF CAPITAL ONE FINANCIAL CORP | $33.9M | 4.3% | 349,560 | — | — | 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.