Q3 2020 Holdings
Filed 2020-11-16 | 11 holdings | $106.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX) | COM | 143130102 | $48.2M | 523,900 | 45.3% |
| Constellation Brands Inc(STZ) | CL A | 21036P108 | $38.3M | 201,900 | 36.0% |
| Autozone Inc(AZO) | COM | 053332102 | $19.7M | 16,700 | 18.5% |
| T-Mobile US Inc(TMUS) | COM | 872590104 | $65.0K | 568,500 | 0.1% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $41.1K | 889,000 | 0.0% |
| Marriott Intl Inc New(MAR) | CL A | 571903202 | $35.6K | 384,645 | 0.0% |
| Dollar Tree Inc(DLTR) | COM | 256746108 | $32.4K | 354,200 | 0.0% |
| Wayfair Inc(W) | CL A | 94419L101 | $30.4K | 104,557 | 0.0% |
| Nomad Foods LTD(NOMD) | USD ORD SHS | G6564A105 | $30.2K | 1,184,826 | 0.0% |
| Lear Corp(LEA) | COM NEW | 521865204 | $27.1K | 248,481 | 0.0% |
| Take-Two Interactive Softwar(TTWO) | COM | 874054109 | $23.3K | 141,033 | 0.0% |