Holdings
| CVNA CARVANA CO | $361.5M | 43.7% | 6,827,803 | — | — | Held |
| HGV HILTON GRAND VACATIONS INC | $272.0M | 32.9% | 6,768,920 | — | — | Held |
| WRLD WORLD ACCEPTANCE CORP | $73.4M | 8.9% | 562,491 | −182,000 | −24.4% | Reduced |
| COF CAPITAL ONE FINANCIAL CORP | $69.9M | 8.5% | 533,460 | +183,900 | +52.6% | Added |
| CDLXEUR CARDLYTICS INC | $49.9M | 6.0% | 5,416,116 | — | — | 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.