Q1 2025 Holdings
Filed 2025-05-14 | 7 holdings | $103.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $23.5M | 45,471 | 22.6% |
| Dollar GEN Corp New(DG) | COM | 256677105 | $21.2M | 241,456 | 20.4% |
| Malibu Boats Inc(MBUU) | COM CL A | 56117J100 | $20.7M | 674,463 | 19.9% |
| Bank7 Corp(BSVN) | COM | 06652N107 | $12.4M | 319,642 | 11.9% |
| Bank OZK Little Rock ARK(OZK) | COM | 06417N103 | $12.0M | 276,530 | 11.6% |
| Patrick Inds Inc(PATK) | COM | 703343103 | $7.2M | 84,651 | 6.9% |
| Regional Mgmt Corp(RM) | COM | 75902K106 | $7.0M | 231,566 | 6.7% |