Q2 2016 Holdings
Filed 2016-08-15 | 205 holdings | $39.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Asbury Automotive Group Inc.(ABG) | COM | 043436104 | $3.6M | 67,939 | 9.1% |
| AutoNation Inc.(AN) | COM | 05329W102 | $4.4M | 93,748 | 11.2% |
| CarMax Inc.(KMX) | COM | 143130102 | $5.5M | 112,462 | 14.1% |
| AutoZone Inc.(AZO) | COM | 053332102 | $5.7M | 7,242 | 14.7% |
| Arrow Electronics Inc.(ARW) | COM | 042735100 | $7.7M | 123,977 | 19.6% |