Q2 2021 Holdings
Filed 2021-08-16 | 7 holdings | $20.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX) | COM | 143130102 | $20.3M | 157,513 | 99.3% |
| Carvana Co(CVNA) | CL A | 146869102 | $44.2K | 146,402 | 0.2% |
| XPO Logistics Inc(XPO) | COM | 983793100 | $24.8K | 177,438 | 0.1% |
| Transunion(TRU) | COM | 89400J107 | $24.4K | 221,910 | 0.1% |
| Ferrari N V(RACE) | COM | N3167Y103 | $23.8K | 115,645 | 0.1% |
| Roper Technologies Inc(ROP) | COM | 776696106 | $20.8K | 44,325 | 0.1% |
| Drive Shack Inc(DSEUR) | COM | 262077100 | $6.5K | 1,970,713 | 0.0% |