Q1 2025 Holdings
Filed 2025-05-01 | 9 holdings | $589.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Nelnet Inc(NNI) | CL A | 64031N108 | $210.8M | 1,900,000 | 35.7% |
| Alliance Resource Partners L(ARLP) | UT LTD PART | 01877R108 | $89.2M | 3,268,350 | 15.1% |
| Boston Omaha Corp(BOC) | CL A COM STK | 101044105 | $81.5M | 5,589,253 | 13.8% |
| Americas Car-Mart Inc(CRMT) | COM | 03062T105 | $71.8M | 1,582,363 | 12.2% |
| Asbury Automotive Group Inc(ABG) | COM | 043436104 | $49.6M | 224,623 | 8.4% |
| RE MAX Hldgs Inc(RMAX) | CL A | 75524W108 | $27.2M | 3,247,929 | 4.6% |
| Core Natural Resources Inc(CNR) | COM SHS | 218937100 | $22.9M | 297,000 | 3.9% |
| Pure Cycle Corp(PCYO) | COM NEW | 746228303 | $21.8M | 2,083,408 | 3.7% |
| Old MKT Cap Corp(OMCC) | COM | 65373A109 | $15.1M | 2,515,902 | 2.6% |