Q2 2019 Holdings
Filed 2019-08-19 | 8 holdings | $26.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $26.0M | 53,782 | 99.7% |
| Mastec Inc(MTZ) | COM | 576323109 | $17.4K | 337,278 | 0.1% |
| Synchrony Finl(SYF) | COM | 87165B103 | $14.5K | 417,203 | 0.1% |
| REV Group Inc(1RG) | COM | 749527107 | $12.5K | 867,593 | 0.0% |
| Marriott Vactins Worldwid Co(VAC) | COM | 57164Y107 | $12.0K | 124,747 | 0.0% |
| Lear Corp(LEA) | COM NEW | 521865204 | $11.2K | 80,220 | 0.0% |
| Frontdoor Inc(FTDR) | COM | 35905A109 | $11.1K | 253,788 | 0.0% |
| Advance Auto Parts Inc(AAP) | COM | 00751Y106 | $7.3K | 47,279 | 0.0% |