Q4 2025 Holdings
Filed 2026-02-17 | 10 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 | $637.2M | 1,436,951 | 45.5% |
| Wayfair Inc(W) | CL A | 94419L101 | $293.4M | 2,922,401 | 20.9% |
| Cimpress PLC(CMPR) | SHS EURO | G2143T103 | $240.6M | 3,612,560 | 17.2% |
| World Accep Corporation(WRLD) | COM | 981419104 | $212.3M | 1,512,424 | 15.2% |
| British Amern TOB PLC(BMTA) | SPONSORED ADR | 110448107 | $12.5M | 220,100 | 0.9% |
| Lennar Corp(LEN) | CL A | 526057104 | $2.1M | 20,000 | 0.1% |
| Outdoor Holding Co(POWW) | COM | 00175J107 | $1.0M | 587,000 | 0.1% |
| Ryerson Hldg Corp(RYI) | COM | 783754104 | $754.8K | 30,000 | 0.1% |
| Heartland Express Inc(HTLD) | COM | 422347104 | $541.8K | 60,000 | 0.0% |
| Turning PT Brands Inc(TPB) | COM | 90041L105 | $379.4K | 3,500 | 0.0% |