Holdings
| CVNA CARVANA CO | $1.84B | 82.3% | 4,889,674 | −32,594 | −0.7% | Reduced |
| HGV HILTON GRAND VACATIONS INC | $236.0M | 10.5% | 5,643,776 | −16,027 | −0.3% | Reduced |
| COF CAPITAL ONE FINANCIAL CORP | $141.5M | 6.3% | 665,470 | −36,711 | −5.2% | Reduced |
| CDLXEUR CARDLYTICS INC | $12.6M | 0.6% | 5,198,067 | −415,855 | −7.4% | Reduced |
| SWIM LATHAM GROUP INC | $7.6M | 0.3% | 1,000,000 | +1,000,000 | — | New |
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.