Holdings
| CACC CREDIT ACCEPTANCE CORP | $51.3M | 37.8% | 106,000 | — | — | Held |
| META META PLATFORMS INC-CLASS A | $40.8M | 30.1% | 211,500 | — | — | Held |
| TRUP TRUPANION INC | $22.0M | 16.2% | 608,400 | — | — | Held |
| GOOGL ALPHABET INC-CL A | $21.5M | 15.9% | 19,900 | — | — | 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.