Holdings
| CVNA CARVANA CO | $1.12B | 74.5% | 6,453,594 | −77,300 | −1.2% | Reduced |
| HGV HILTON GRAND VACATIONS INC | $231.1M | 15.3% | 6,363,011 | −83,650 | −1.3% | Reduced |
| COF CAPITAL ONE FINANCIAL CORP | $121.5M | 8.1% | 811,500 | +125,448 | +18.3% | Added |
| CDLXEUR CARDLYTICS INC | $20.5M | 1.4% | 6,419,733 | −45,126 | −0.7% | Reduced |
| WRLD WORLD ACCEPTANCE CORP | $11.0M | 0.7% | 93,299 | −158,473 | −62.9% | Reduced |
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.