Q1 2025 Holdings
Filed 2025-05-14 | 6 holdings | $109.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $38.9M | 75,433 | 35.4% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $19.7M | 53,334 | 17.9% |
| British Amern TOB PLC(BMTA) | SPONSORED ADR | 110448107 | $17.4M | 420,000 | 15.8% |
| Americas Car-Mart Inc(CRMT) | COM | 03062T105 | $13.2M | 289,712 | 12.0% |
| Dollar GEN Corp New(DG) | COM | 256677105 | $12.3M | 140,000 | 11.2% |
| Aercap Holdings NV(AER) | SHS | N00985106 | $8.5M | 82,730 | 7.7% |