Q4 2017 Holdings
Filed 2018-02-14 | 10 holdings | $33.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $33.0M | 101,894 | 99.6% |
| Gogo Inc(GOGO) | COM | 38046C109 | $38.1K | 3,379,752 | 0.1% |
| Advance Auto Parts Inc(AAP) | COM | 00751Y106 | $18.2K | 182,249 | 0.1% |
| Signet Jewelers Limited(SIG) | SHS | G81276100 | $16.1K | 284,293 | 0.0% |
| Tenneco Inc | COM | 880349105 | $14.4K | 245,937 | 0.0% |
| Aercap Holdings NV(AER) | SHS | N00985106 | $12.3K | 234,625 | 0.0% |
| Nexstar Media Group Inc(NXST) | CL A | 65336K103 | $11.2K | 142,889 | 0.0% |
| Sinclair Broadcast Group Inc(2362120D) | CL A | 829226109 | $11.0K | 289,475 | 0.0% |
| Lear Corp(LEA) | COM NEW | 521865204 | $9.7K | 55,125 | 0.0% |
| Fogo de Chao Inc(1940857D) | COM | 344177100 | $480 | 41,353 | 0.0% |