Holdings
| HGV HILTON GRAND VACATIONS INC | $284.0M | 67.8% | 7,367,930 | −359,235 | −4.6% | Reduced |
| WRLD WORLD ACCEPTANCE CORP | $49.8M | 11.9% | 755,768 | — | — | Held |
| CVNA CARVANA CO | $32.4M | 7.7% | 6,827,803 | — | — | Held |
| CDLXEUR CARDLYTICS INC | $31.3M | 7.5% | 5,416,116 | — | — | Held |
| COF CAPITAL ONE FINANCIAL CORP | $14.1M | 3.4% | 151,218 | +151,218 | — | New |
| PRTY1EUR PARTY CITY HOLDCO INC | $7.1M | 1.7% | 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.