Q1 2019 Holdings
Filed 2019-05-15 | 10 holdings | $25.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $25.1M | 55,457 | 99.6% |
| Mastec Inc(MTZ) | COM | 576323109 | $16.9K | 350,676 | 0.1% |
| Synchrony Finl(SYF) | COM | 87165B103 | $14.0K | 438,670 | 0.1% |
| Marriott Vactins Worldwid Co(VAC) | COM | 57164Y107 | $12.1K | 129,725 | 0.0% |
| Lear Corp(LEA) | COM NEW | 521865204 | $11.5K | 84,427 | 0.0% |
| REV Group Inc(1RG) | COM | 749527107 | $9.9K | 902,484 | 0.0% |
| Frontdoor Inc(FTDR) | COM | 35905A109 | $9.1K | 263,928 | 0.0% |
| Advance Auto Parts Inc(AAP) | COM | 00751Y106 | $8.4K | 49,247 | 0.0% |
| Syneos Health Inc(8IN) | CL A | 87166B102 | $7.2K | 138,891 | 0.0% |
| Bank Amer Corp(BAC) | COM | 060505104 | $4.6K | 165,930 | 0.0% |