Q1 2017 Holdings
Filed 2017-05-15 | 11 holdings | $173.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $97.0M | 486,198 | 55.8% |
| Charter Communications Inc N(CHTR) | CL A | 16119P108 | $44.7M | 136,685 | 25.7% |
| Builders Firstsource Inc(BLDR) | COM | 12008R107 | $31.7M | 2,127,595 | 18.2% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $148.4K | 178,920 | 0.1% |
| Interactive Brokers Group in(IBKR) | COM | 45841N107 | $114.9K | 3,309,195 | 0.1% |
| Liberty Global PLC | SHS CL C | G5480U120 | $38.6K | 1,102,395 | 0.0% |
| Amerco(UHAL) | COM | 023586100 | $35.5K | 93,141 | 0.0% |
| Yahoo Inc | COM | 984332106 | $26.2K | 565,000 | 0.0% |
| Rush Enterprises Inc(RUSHB) | CL B | 781846308 | $22.4K | 718,786 | 0.0% |
| Seritage Growth Pptys(SRG) | CL A | 81752R100 | $12.5K | 288,657 | 0.0% |
| Fossil Group Inc(FOSL) | COM | 34988V106 | $7.1K | 406,210 | 0.0% |