Q1 2023 Holdings
Filed 2023-05-12 | 6 holdings | $228.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $79.0M | 181,177 | 34.5% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $42.7M | 119,524 | 18.7% |
| KKR & Co Inc(KKR) | COM | 48251W104 | $33.4M | 636,203 | 14.6% |
| Aercap Holdings NV(AER) | SHS | N00985106 | $29.8M | 529,194 | 13.0% |
| T-Mobile US Inc(TMUS) | COM | 872590104 | $22.1M | 152,870 | 9.7% |
| Bread Financial Holdings Inc(BFH) | COM | 018581108 | $21.7M | 715,704 | 9.5% |