Q1 2024 Holdings
Filed 2024-05-15 | 7 holdings | $1.8B | 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 | $860.4M | 1,560,014 | 47.8% |
| Cimpress PLC(CMPR) | SHS EURO | G2143T103 | $345.8M | 3,906,492 | 19.2% |
| World Accep Corp del(WRLD) | COM | 981419104 | $295.4M | 2,037,495 | 16.4% |
| Wayfair Inc(W) | CL A | 94419L101 | $259.5M | 3,823,239 | 14.4% |
| Yelp Inc(YELP) | CL A | 985817105 | $36.2M | 918,446 | 2.0% |
| Lineage Cell Therapeutics in(LCTX) | COM | 53566P109 | $2.7M | 1,851,851 | 0.2% |
| Humacyte Inc(HUMA) | COM | 44486Q103 | $1.8M | 568,246 | 0.1% |