Q3 2024 Holdings
Filed 2024-11-14 | 9 holdings | $1.5B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $688.4M | 1,552,428 | 45.9% |
| Cimpress PLC(CMPR) | SHS EURO | G2143T103 | $320.0M | 3,906,492 | 21.3% |
| World Accep Corp del(WRLD) | COM | 981419104 | $240.4M | 2,037,495 | 16.0% |
| Wayfair Inc(W) | CL A | 94419L101 | $210.8M | 3,752,264 | 14.1% |
| Yelp Inc(YELP) | CL A | 985817105 | $27.9M | 796,371 | 1.9% |
| British Amern TOB PLC(BMTA) | SPONSORED ADR | 110448107 | $8.1M | 220,100 | 0.5% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $3.4M | 28,000 | 0.2% |
| Ammo Inc(POWW) | COM | 00175J107 | $839.4K | 587,000 | 0.1% |
| Lineage Cell Therapeutics in(LCTX) | COM | 53566P109 | $349.4K | 386,000 | 0.0% |