Q2 2026 Holdings
Filed 2026-08-14 | 5 holdings | $112.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $52.9M | 83,123 | 47.0% |
| Wayfair Inc(W) | CL A | 94419L101 | $20.9M | 225,850 | 18.5% |
| World Accep Corporation(WRLD) | COM | 981419104 | $15.9M | 71,150 | 14.1% |
| Cimpress PLC(CMPR) | SHS EURO | G2143T103 | $11.7M | 115,225 | 10.4% |
| British Amern TOB PLC(BMTA) | SPONSORED ADR | 110448107 | $11.2M | 181,000 | 9.9% |