Q3 2021 Holdings
Filed 2021-11-15 | 11 holdings | $256.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| First Amern Finl Corp(FAF) | COM | 31847R102 | $32.0K | 476,782 | 12.5% |
| Valvoline Inc(VVV) | COM | 92047W101 | $31.2K | 1,001,293 | 12.2% |
| Fiserv Inc(FISV) | COM | 337738108 | $30.8K | 283,501 | 12.0% |
| Global Pmts Inc(GPN) | COM | 37940X102 | $30.2K | 191,883 | 11.8% |
| Dollar Tree Inc(DLTR) | COM | 256746108 | $25.8K | 269,598 | 10.1% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $22.9K | 409,661 | 8.9% |
| Aercap Holdings NV(AER) | SHS | N00985106 | $21.8K | 376,475 | 8.5% |
| Insperity Inc(NSP) | COM | 45778Q107 | $21.5K | 194,227 | 8.4% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $16.2K | 93,512 | 6.3% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $13.6K | 56,151 | 5.3% |
| KKR & Co Inc(KKR) | COM | 48251W104 | $10.8K | 177,238 | 4.2% |