Q1 2026 Holdings
Filed 2026-05-15 | 5 holdings | $101.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $40.2M | 94,898 | 39.7% |
| British Amern TOB PLC(BMTA) | SPONSORED ADR | 110448107 | $23.2M | 397,500 | 23.0% |
| Wayfair Inc(W) | CL A | 94419L101 | $17.8M | 237,100 | 17.6% |
| World Accep Corporation(WRLD) | COM | 981419104 | $10.5M | 77,600 | 10.4% |
| Cimpress PLC(CMPR) | SHS EURO | G2143T103 | $9.4M | 129,400 | 9.3% |