Q1 2020 Holdings
Filed 2020-05-15 | 8 holdings | $109.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $67.0M | 262,000 | 61.2% |
| Acadia Healthcare Company in(ACHC) | COM | 00404A109 | $42.2M | 2,298,935 | 38.6% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $83.5K | 335,000 | 0.1% |
| Renaissancere Holdings LTD(RNR) | COM | G7496G103 | $44.2K | 296,000 | 0.0% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $41.9K | 466,850 | 0.0% |
| Pioneer NAT RES Co(PXDEUR) | COM | 723787107 | $32.1K | 457,000 | 0.0% |
| Qurate Retail Inc(QVCAUSD) | COM SER A | 74915M100 | $27.0K | 4,429,098 | 0.0% |
| Triton Intl LTD | CL A | G9078F107 | $4.5K | 175,000 | 0.0% |