Q2 2024 Holdings
Filed 2024-08-14 | 9 holdings | $1.6B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $802.9M | 1,560,014 | 49.1% |
| Cimpress PLC(CMPR) | SHS EURO | G2143T103 | $342.2M | 3,906,492 | 20.9% |
| World Accep Corp del(WRLD) | COM | 981419104 | $251.8M | 2,037,495 | 15.4% |
| Wayfair Inc(W) | CL A | 94419L101 | $197.9M | 3,752,264 | 12.1% |
| Yelp Inc(YELP) | CL A | 985817105 | $29.4M | 796,371 | 1.8% |
| British Amern TOB PLC(BMTA) | SPONSORED ADR | 110448107 | $6.2M | 200,000 | 0.4% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $2.8M | 28,000 | 0.2% |
| Ammo Inc(POWW) | COM | 00175J107 | $873.6K | 520,000 | 0.1% |
| Lineage Cell Therapeutics in(LCTX) | COM | 53566P109 | $618.3K | 620,000 | 0.0% |