Q4 2022 Holdings
Filed 2023-01-19 | 11 holdings | $733.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Nelnet Inc(NNI) | CL A | 64031N108 | $172.4M | 1,900,000 | 23.5% |
| Boston Omaha Corp(BOC) | CL A COM STK | 101044105 | $150.6M | 5,682,429 | 20.5% |
| Frontier Communications Pare(FYBR) | COM | 35909D109 | $105.6M | 4,143,500 | 14.4% |
| Ally Finl Inc(ALLY) | COM | 02005N100 | $83.3M | 3,407,000 | 11.4% |
| Alliance Resource Partners L(ARLP) | UT LTD PART | 01877R108 | $54.7M | 2,691,578 | 7.5% |
| Americas Car-Mart Inc(CRMT) | COM | 03062T105 | $52.4M | 725,500 | 7.2% |
| RE MAX Hldgs Inc(RMAX) | CL A | 75524W108 | $44.2M | 2,371,051 | 6.0% |
| Asbury Automotive Group Inc(ABG) | COM | 043436104 | $41.7M | 232,467 | 5.7% |
| Nicholas Finl Inc BC | COM NEW | 65373J209 | $15.2M | 2,414,067 | 2.1% |
| Hertz Global Hldgs Inc(HTZWW) | *W EXP 06/30/205 | 42806J148 | $8.8M | 1,180,024 | 1.2% |
| Wheeler Real Estate Invt TR | PFD CNV SER D | 963025606 | $4.2M | 327,662 | 0.6% |