Q3 2019 Holdings
Filed 2019-11-14 | 9 holdings | $24.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX) | COM | 143130102 | $15.8M | 180,010 | 64.2% |
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $8.8M | 19,000 | 35.5% |
| Transunion(TRU) | COM | 89400J107 | $17.0K | 209,028 | 0.1% |
| Carvana Co(CVNA) | CL A | 146869102 | $14.6K | 221,140 | 0.1% |
| Ferrari N V(RACE) | COM | N3167Y103 | $12.8K | 83,122 | 0.1% |
| Interactive Brokers Group in(IBKR) | COM CL A | 45841N107 | $9.5K | 177,367 | 0.0% |
| XPO Logistics Inc(XPO) | COM | 983793100 | $8.1K | 113,251 | 0.0% |
| Roper Technologies Inc(ROP) | COM | 776696106 | $5.6K | 15,679 | 0.0% |
| Vail Resorts Inc(MTN) | COM | 91879Q109 | $4.8K | 20,944 | 0.0% |