Q4 2022 Holdings
Filed 2023-02-14 | 8 holdings | $18.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cracker Barrel Old Ctry Stor(CBRL) | COM | 22410J106 | $5.2M | 55,141 | 27.8% |
| Jack in the BOX Inc(JACK) | COM | 466367109 | $3.3M | 48,717 | 17.7% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $2.7M | 31,000 | 14.5% |
| Coca Cola Co(KO) | COM | 191216100 | $2.7M | 41,896 | 14.2% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $2.0M | 26,728 | 10.6% |
| Ferrari N V(RACE) | COM | N3167Y103 | $1.8M | 8,500 | 9.7% |
| Carmax Inc(KMX) | COM | 143130102 | $1.0M | 16,700 | 5.4% |
| Atlantic Amern Corp(AAME) | COM | 048209100 | $40.0K | 17,101 | 0.2% |