Q2 2019 Holdings
Filed 2019-08-14 | 9 holdings | $26.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX) | COM | 143130102 | $17.4M | 200,210 | 65.5% |
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $9.1M | 18,800 | 34.3% |
| Transunion(TRU) | COM | 89400J107 | $15.2K | 207,053 | 0.1% |
| Ferrari N V(RACE) | COM | N3167Y103 | $14.9K | 92,322 | 0.1% |
| Carvana Co(CVNA) | CL A | 146869102 | $11.5K | 184,240 | 0.0% |
| Interactive Brokers Group in(IBKR) | COM CL A | 45841N107 | $7.8K | 144,242 | 0.0% |
| XPO Logistics Inc(XPO) | COM | 983793100 | $6.5K | 112,351 | 0.0% |
| Vail Resorts Inc(MTN) | COM | 91879Q109 | $5.8K | 25,844 | 0.0% |
| Roper Technologies Inc(ROP) | COM | 776696106 | $3.9K | 10,521 | 0.0% |