Q4 2021 Holdings
Filed 2022-02-11 | 7 holdings | $161.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Credit Acceptance Corp Mich(CACC) | COM | 225310101 | $105.8M | 153,818 | 65.5% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $55.4M | 85,044 | 34.4% |
| AerCap Holdings NV(AER) | SHS | N00985106 | $60.2K | 919,650 | 0.0% |
| World Acceptance Corporation(WRLD) | COM | 981419104 | $43.3K | 176,560 | 0.0% |
| Alliance Data Systems Corp(BFH) | COM | 018581108 | $26.0K | 390,594 | 0.0% |
| T-Mobile US Inc(TMUS) | COM | 872590104 | $25.3K | 217,850 | 0.0% |
| Simon Ppty Group Inc New(SPG) | COM | 828806109 | $24.4K | 152,509 | 0.0% |