Q4 2016 Holdings
Filed 2017-02-15 | 5 holdings | $316.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $247.5M | 1,138,000 | 78.3% |
| Carmax Inc(KMX) | COM | 143130102 | $67.9M | 1,054,456 | 21.5% |
| Signet Jewelers Limited(SIG) | SHS | G81276100 | $372.8K | 3,955,000 | 0.1% |
| L Brands Inc | COM | 501797104 | $198.9K | 3,021,000 | 0.1% |
| Renaissancere Holdings LTD(RNR) | COM | G7496G103 | $85.2K | 625,657 | 0.0% |