Q4 2024 Holdings
Filed 2025-02-10 | 10 holdings | $582.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Nelnet Inc(NNI) | CL A | 64031N108 | $202.9M | 1,900,000 | 34.8% |
| Alliance Resource Partners L(ARLP) | UT LTD PART | 01877R108 | $90.3M | 3,434,871 | 15.5% |
| Americas Car-Mart Inc(CRMT) | COM | 03062T105 | $81.1M | 1,582,363 | 13.9% |
| Boston Omaha Corp(BOC) | CL A COM STK | 101044105 | $79.3M | 5,589,253 | 13.6% |
| Asbury Automotive Group Inc(ABG) | COM | 043436104 | $36.2M | 149,123 | 6.2% |
| RE MAX Hldgs Inc(RMAX) | CL A | 75524W108 | $34.4M | 3,221,131 | 5.9% |
| Pure Cycle Corp(PCYO) | COM NEW | 746228303 | $26.4M | 2,083,408 | 4.5% |
| Old MKT Cap Corp(OMCC) | COM | 65373A109 | $16.2M | 2,515,902 | 2.8% |
| CNH Indl N V(CNH) | SHS | N20944109 | $12.4M | 1,098,676 | 2.1% |
| British Amern TOB PLC(BMTA) | SPONSORED ADR | 110448107 | $3.7M | 102,000 | 0.6% |