Q3 2024 Holdings
Filed 2024-11-14 | 12 holdings | $168.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Consumer Portfolio Svcs Inc(CPSS) | COM | 210502100 | $48.1M | 5,127,165 | 28.5% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $28.0M | 623,171 | 16.6% |
| Vista Outdoor Inc(VSTOEUR) | COM | 928377100 | $27.2M | 695,303 | 16.1% |
| Canterbury PK Hldg Corp(CPHC) | COM | 13811E101 | $16.4M | 849,390 | 9.7% |
| KVH Inds Inc(KVHI) | COM | 482738101 | $16.2M | 3,357,398 | 9.6% |
| UBS Group AG(UBS) | SHS | H42097107 | $10.8M | 350,000 | 6.4% |
| Wynn Resorts LTD(WYNN) | COM | 983134107 | $9.3M | 97,012 | 5.5% |
| Boyd Gaming Corp(BYD) | COM | 103304101 | $5.3M | 82,000 | 3.1% |
| Clearwater Paper Corp(CLW) | COM | 18538R103 | $3.5M | 123,508 | 2.1% |
| Berkshire Hathaway Inc del(BRK/A) | CL A | 084670108 | $2.8M | 4 | 1.6% |
| Commercial VEH Group Inc(CVGI) | COM | 202608105 | $1.1M | 350,000 | 0.7% |
| Inotiv Inc(NOTV) | COM | 45783Q100 | $33.6K | 19,756 | 0.0% |