Q4 2022 Holdings
Filed 2023-02-13 | 6 holdings | $239.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $84.4M | 177,977 | 35.3% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $40.5M | 119,524 | 17.0% |
| Bread Financial Holdings Inc(BFH) | COM | 018581108 | $32.2M | 855,704 | 13.5% |
| AerCap Holdings NV(AER) | SHS | N00985106 | $30.9M | 529,194 | 12.9% |
| KKR & Co Inc(KKR) | COM | 48251W104 | $29.5M | 636,203 | 12.4% |
| T-Mobile US Inc(TMUS) | COM | 872590104 | $21.4M | 152,870 | 9.0% |