Holdings
| CVNA CARVANA CO | $1.30B | 75.5% | 6,377,797 | −75,797 | −1.2% | Reduced |
| HGV HILTON GRAND VACATIONS INC | $252.9M | 14.7% | 6,492,344 | +129,333 | +2.0% | Added |
| COF CAPITAL ONE FINANCIAL CORP | $143.8M | 8.4% | 806,389 | −5,111 | −0.6% | Reduced |
| CDLXEUR CARDLYTICS INC | $23.6M | 1.4% | 6,368,910 | −50,823 | −0.8% | Reduced |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| WRLD WORLD ACCEPTANCE CORP | 93,299 | $11.0M |
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.