Q4 2019 Holdings
Filed 2020-02-14 | 8 holdings | $18.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX) | COM | 143130102 | $15.4M | 175,610 | 82.9% |
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $3.1M | 7,000 | 16.7% |
| Carvana Co(CVNA) | CL A | 146869102 | $20.8K | 225,540 | 0.1% |
| Transunion(TRU) | COM | 89400J107 | $17.9K | 209,028 | 0.1% |
| Ferrari N V(RACE) | COM | N3167Y103 | $13.8K | 83,122 | 0.1% |
| Roper Technologies Inc(ROP) | COM | 776696106 | $12.2K | 34,529 | 0.1% |
| XPO Logistics Inc(XPO) | COM | 983793100 | $10.0K | 125,151 | 0.1% |
| Interactive Brokers Group in(IBKR) | COM CL A | 45841N107 | $5.0K | 107,035 | 0.0% |