Q4 2020 Holdings
Filed 2021-02-16 | 6 holdings | $19.3M | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2021-03-12) | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX)A | COM | 143130102 | $19.1M | 202,557 | 99.4% |
| Carvana Co(CVNA)A | CL A | 146869102 | $35.0K | 146,107 | 0.2% |
| Ferrari N V(RACE)A | COM | N3167Y103 | $23.4K | 101,833 | 0.1% |
| Transunion(TRU)A | COM | 89400J107 | $21.8K | 219,742 | 0.1% |
| XPO Logistics Inc(XPO)A | COM | 983793100 | $21.0K | 175,777 | 0.1% |
| Roper Technologies Inc(ROP)A | COM | 776696106 | $18.9K | 43,899 | 0.1% |