Q4 2018 Holdings
Filed 2019-02-14 | 8 holdings | $249.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $248.4M | 650,756 | 99.8% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $177.4K | 712,000 | 0.1% |
| Lennar Corp(LEN) | CL A | 526057104 | $115.3K | 2,944,600 | 0.0% |
| Renaissancere Holdings LTD(RNR) | COM | G7496G103 | $83.7K | 625,657 | 0.0% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $82.0K | 2,505,000 | 0.0% |
| Liveramp Hldgs Inc(RAMP) | COM | 53815P108 | $81.6K | 2,112,000 | 0.0% |
| Pioneer NAT RES Co(PXDEUR) | COM | 723787107 | $49.6K | 377,000 | 0.0% |
| Interactive Brokers Group in(IBKR) | COM CL A | 45841N107 | $12.6K | 229,899 | 0.0% |