Q3 2022 Holdings
Filed 2022-11-10 | 7 holdings | $101.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $71.4M | 162,960 | 70.2% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $30.2M | 99,524 | 29.7% |
| T-Mobile US Inc(TMUS) | COM | 872590104 | $26.0K | 193,450 | 0.0% |
| Dollar Gen Corp New(DG) | COM | 256677105 | $24.3K | 101,500 | 0.0% |
| AerCap Holdings NV(AER) | SHS | N00985106 | $23.8K | 561,525 | 0.0% |
| Bread Financial Holdings Inc(BFH) | COM | 018581108 | $20.9K | 663,704 | 0.0% |
| World Accep Corporation(WRLD) | COM | 981419104 | $20.0K | 206,260 | 0.0% |