Q2 2025 Holdings
Filed 2025-08-14 | 9 holdings | $1.4B | 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 | $764.4M | 1,436,951 | 53.6% |
| World Accep Corp del(WRLD) | COM | 981419104 | $319.2M | 1,842,134 | 22.4% |
| Cimpress PLC(CMPR) | SHS EURO | G2143T103 | $167.8M | 3,612,560 | 11.8% |
| Wayfair Inc(W) | CL A | 94419L101 | $160.8M | 2,922,401 | 11.3% |
| British Amern TOB PLC(BMTA) | SPONSORED ADR | 110448107 | $10.7M | 220,100 | 0.8% |
| Outdoor Holding Co(POWW) | COM | 00175J107 | $763.1K | 587,000 | 0.1% |
| Ryerson Hldg Corp(RYI) | COM | 783754104 | $691.5K | 30,000 | 0.0% |
| Heartland Express Inc(HTLD) | COM | 422347104 | $538.8K | 60,000 | 0.0% |
| Turning PT Brands Inc(TPB) | COM | 90041L105 | $252.9K | 3,500 | 0.0% |