Q4 2021 Holdings
Filed 2022-02-11 | 13 holdings | $208.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Goeasy LTD(EHMEF) | COM | 380355107 | $56.7K | 400,000 | 27.2% |
| Goodfood Market Corp(GDDFF) | COM | 38217M100 | $30.2K | 9,368,400 | 14.5% |
| LGI Homes Inc(LGIH) | COM | 50187T106 | $20.1K | 130,000 | 9.6% |
| Dino Polska SA(DNOPF) | COM | X188AF102 | $18.7K | 205,741 | 9.0% |
| Kindred Group PLC | COM | X4S1CH103 | $14.9K | 1,250,000 | 7.1% |
| Banco Inter SA | COM | P1S6FG106 | $14.6K | 8,546,200 | 7.0% |
| Mader Group LTD | COM | Q57126106 | $10.4K | 5,793,338 | 5.0% |
| EXP World Holdings Inc(EXPI) | COM | 30212W100 | $10.1K | 300,000 | 4.8% |
| IAC Ractivecorp(IAC) | COM | 44891N208 | $9.8K | 75,000 | 4.7% |
| ASA International Group PLC | COM | G0R8A4107 | $9.4K | 5,000,000 | 4.5% |
| Jet2 PLC | COM | G5112P101 | $7.5K | 500,000 | 3.6% |
| China Sunsine Chemical Holdings LTD | COM | Y15198115 | $3.9K | 10,750,800 | 1.9% |
| Vimeo Inc(VMEO*) | COM | 92719V100 | $2.2K | 121,762 | 1.0% |