Q1 2025 Holdings
Filed 2025-05-15 | 10 holdings | $1.3B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $801.6M | 1,552,428 | 61.1% |
| World Accep Corp del(WRLD) | COM | 981419104 | $237.3M | 1,874,783 | 18.1% |
| Cimpress PLC(CMPR) | SHS EURO | G2143T103 | $163.4M | 3,612,560 | 12.5% |
| Wayfair Inc(W) | CL A | 94419L101 | $93.6M | 2,922,401 | 7.1% |
| British Amern TOB PLC(BMTA) | SPONSORED ADR | 110448107 | $9.1M | 220,100 | 0.7% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $4.4M | 28,000 | 0.3% |
| Ammo Inc(POWW) | COM | 00175J107 | $810.1K | 587,000 | 0.1% |
| Ryerson Hldg Corp(RYI) | COM | 783754104 | $688.8K | 30,000 | 0.1% |
| Heartland Express Inc(HTLD) | COM | 422347104 | $553.2K | 60,000 | 0.0% |
| Turning PT Brands Inc(TPB) | COM | 90041L105 | $208.0K | 3,500 | 0.0% |