Q4 2024 Holdings
Filed 2025-02-14 | 7 holdings | $103.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $21.1M | 44,931 | 20.5% |
| Malibu Boats Inc(MBUU) | COM CL A | 56117J100 | $19.8M | 526,935 | 19.2% |
| Dollar GEN Corp New(DG) | COM | 256677105 | $15.6M | 205,406 | 15.1% |
| Bank7 Corp(BSVN) | COM | 06652N107 | $14.0M | 299,231 | 13.6% |
| Bank OZK Little Rock ARK(OZK) | COM | 06417N103 | $11.5M | 258,612 | 11.2% |
| Regional Mgmt Corp(RM) | COM | 75902K106 | $11.2M | 328,336 | 10.8% |
| Patrick Inds Inc(PATK) | COM | 703343103 | $9.9M | 119,173 | 9.6% |