Q2 2023 Holdings
Filed 2023-08-14 | 6 holdings | $86.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $49.1M | 96,613 | 56.7% |
| Wayfair Inc(W) | CL A | 94419L101 | $15.4M | 237,500 | 17.9% |
| World Accep Corp del(WRLD) | COM | 981419104 | $10.4M | 77,650 | 12.0% |
| Cimpress PLC(CMPR) | SHS EURO | G2143T103 | $7.7M | 129,650 | 8.9% |
| Yelp Inc(YELP) | CL A | 985817105 | $3.8M | 104,280 | 4.4% |
| Vapotherm Inc | COM | 922107107 | $61.0K | 137,000 | 0.1% |