Q1 2022 Holdings
Filed 2022-05-16 | 13 holdings | $169.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Goeasy LTD(EHMEF) | COM | 380355107 | $44.9K | 400,000 | 26.5% |
| Goodfood Market Corp(GDDFF) | COM | 38217M100 | $21.6K | 9,668,400 | 12.8% |
| Dino Polska SA(DNOPF) | COM | X188AF102 | $16.7K | 205,741 | 9.8% |
| Mader Group LTD | COM | Q57126106 | $14.3K | 5,962,148 | 8.4% |
| Kindred Group PLC | COM | X4S1CH103 | $13.7K | 1,250,000 | 8.1% |
| Banco Inter SA | COM | P1S6FG106 | $12.9K | 8,546,200 | 7.6% |
| LGI Homes Inc(LGIH) | COM | 50187T106 | $12.7K | 130,000 | 7.5% |
| Jet2 PLC | COM | G5112P101 | $7.5K | 500,000 | 4.4% |
| IAC Interactivecorp New(IAC) | COM NEW | 44891N208 | $7.5K | 75,000 | 4.4% |
| EXP World Hldgs Inc(EXPI) | COM | 30212W100 | $6.4K | 300,000 | 3.7% |
| ASA International Group PLC | COM | G0R8A4107 | $6.1K | 5,000,000 | 3.6% |
| China Sunsine Chemical Holdings LTD | COM | Y15198115 | $3.7K | 10,750,800 | 2.2% |
| Vimeo Inc(VMEO*) | COMMON STOCK | 92719V100 | $1.4K | 121,762 | 0.9% |