Q4 2022 Holdings
Filed 2023-02-14 | 6 holdings | $67.2M | 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 | $46.1M | 97,113 | 68.6% |
| Wayfair Inc(W) | CL A | 94419L101 | $7.8M | 237,500 | 11.6% |
| World Accep Corp del(WRLD) | COM | 981419104 | $5.1M | 77,650 | 7.6% |
| Yelp Inc(YELP) | CL A | 985817105 | $4.2M | 154,380 | 6.3% |
| Cimpress PLC(CMPR) | SHS EURO | G2143T103 | $3.6M | 129,650 | 5.3% |
| Vapotherm Inc | COM | 922107107 | $377.9K | 139,950 | 0.6% |