Q1 2022 Holdings
Filed 2022-05-13 | 7 holdings | $139.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $90.9M | 165,160 | 65.4% |
| Charter Communications Inc(CHTR) | CL A | 16119P108 | $48.0M | 88,024 | 34.5% |
| World Accep Corporation(WRLD) | COM | 981419104 | $37.7K | 196,260 | 0.0% |
| AerCap Holdings NV(AER) | SHS | N00985106 | $31.6K | 627,525 | 0.0% |
| T-Mobile US Inc(TMUS) | COM | 872590104 | $28.0K | 217,850 | 0.0% |
| Dollar Gen Corp New(DG) | COM | 256677105 | $24.3K | 109,000 | 0.0% |
| Alliance Data Systems Corp(BFH) | COM | 018581108 | $21.9K | 390,594 | 0.0% |