Holdings
| CVNA CARVANA CO | $1.95B | 83.2% | 4,610,200 | −279,474 | −5.7% | Reduced |
| HGV HILTON GRAND VACATIONS INC | $238.0M | 10.2% | 5,317,380 | −326,396 | −5.8% | Reduced |
| COF CAPITAL ONE FINANCIAL CORP | $141.6M | 6.1% | 584,125 | −81,345 | −12.2% | Reduced |
| SWIM LATHAM GROUP INC | $6.0M | 0.3% | 942,397 | −57,603 | −5.8% | Reduced |
| CDLXEUR CARDLYTICS INC | $6.0M | 0.3% | 5,198,067 | — | — | 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.