Q1 2023 Holdings
Filed 2023-05-10 | 8 holdings | $294.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Hilton Worldwide Hldgs Inc(HLT) | COM | 43300A203 | $90.4M | 641,793 | 30.7% |
| RH(RH) | COM | 74967X103 | $60.7M | 249,323 | 20.6% |
| Soho House & Co Inc(75Z) | COM CL A | 586001109 | $42.1M | 6,438,869 | 14.3% |
| Floor & Decor Hldgs Inc(FND) | CL A | 339750101 | $33.5M | 340,563 | 11.4% |
| RH(RH)Call | COM | 74967X103 | $28.7M | 118,000 | 9.8% |
| Expedia Group Inc(EXPE) | COM NEW | 30212P303 | $28.4M | 292,428 | 9.6% |
| Carvana Co(CVNA) | CL A | 146869102 | $9.7M | 990,621 | 3.3% |
| Cazoo Group LTD | CL A | G2007L204 | $977.3K | 392,486 | 0.3% |