Holdings
| CVNA CARVANA CO | $70.9M | 26.9% | 2,167,766 | +111,607 | +5.4% | Added |
| HLF HERBALIFE LTD | $66.6M | 25.3% | 1,130,482 | — | — | Held |
| WRLD WORLD ACCEPTANCE CORP | $65.8M | 25.0% | 643,802 | +802 | +0.1% | Added |
| CACC CREDIT ACCEPTANCE CORP | $41.2M | 15.6% | 108,000 | — | — | Held |
| CMPREUR CIMPRESS NV | $18.9M | 7.2% | 183,085 | — | — | 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.