Q1 2021 Holdings
Filed 2021-05-14 | 7 holdings | $142.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Credit Acceptance Corp(CACC) | COM | 225310101 | $83.3M | 231,136 | 58.3% |
| Charter Communications Inc(CHTR) | CL A | 16119P108 | $59.4M | 96,324 | 41.6% |
| AerCap Holdings NV(AER) | SHS | N00985106 | $66.1K | 1,125,639 | 0.0% |
| Simon Property Group Inc(SPG) | COM | 828806109 | $51.9K | 456,409 | 0.0% |
| Alliance Data Systems Corp(BFH) | COM | 018581108 | $46.9K | 417,994 | 0.0% |
| KKR & Co Inc(KKR) | COM | 48251W104 | $45.6K | 933,761 | 0.0% |
| World Acceptance Corporation(WRLD) | COM | 981419104 | $26.6K | 204,788 | 0.0% |