Q2 2023 Holdings
Filed 2023-07-27 | 7 holdings | $290.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| RH(RH) | COM | 74967X103 | $82.2M | 249,323 | 28.3% |
| Hilton Worldwide Hldgs Inc(HLT) | COM | 43300A203 | $82.0M | 563,418 | 28.2% |
| Costar Group Inc(CSGP) | COM | 22160N109 | $55.3M | 621,195 | 19.0% |
| Soho House & Co Inc(75Z) | COM CL A | 586001109 | $32.8M | 6,060,191 | 11.3% |
| Carvana Co(CVNA) | CL A | 146869102 | $19.9M | 769,433 | 6.9% |
| Floor & Decor Hldgs Inc(FND) | CL A | 339750101 | $17.7M | 170,563 | 6.1% |
| Cazoo Group LTD | CL A | G2007L204 | $313.4K | 265,601 | 0.1% |