Q4 2025 Holdings
Filed 2026-02-17 | 6 holdings | $108.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $42.1M | 94,898 | 38.9% |
| Wayfair Inc(W) | CL A | 94419L101 | $23.8M | 237,100 | 22.0% |
| British Amern TOB PLC(BMTA) | SPONSORED ADR | 110448107 | $22.5M | 397,500 | 20.8% |
| World Accep Corporation(WRLD) | COM | 981419104 | $10.9M | 77,600 | 10.1% |
| Cimpress PLC(CMPR) | SHS EURO | G2143T103 | $8.6M | 129,400 | 8.0% |
| Yelp Inc(YELP) | CL A | 985817105 | $243.1K | 8,000 | 0.2% |