Q4 2024 Holdings
Filed 2025-02-13 | 7 holdings | $111.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $39.5M | 84,233 | 35.6% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $18.3M | 53,334 | 16.4% |
| British Amern Tob plc(BMTA) | SPONSORED ADR | 110448107 | $16.9M | 465,000 | 15.2% |
| AerCap Holdings NV(AER) | SHS | N00985106 | $13.6M | 142,078 | 12.2% |
| Americas Car-Mart Inc(CRMT) | COM | 03062T105 | $11.0M | 215,472 | 9.9% |
| Dollar GEN Corp New(DG) | COM | 256677105 | $10.6M | 140,000 | 9.5% |
| T-Mobile US Inc(TMUS) | COM | 872590104 | $1.3M | 5,691 | 1.1% |