Q1 2022 Holdings
Filed 2022-05-16 | 6 holdings | $1.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carvana Co(CVNA) | CL A | 146869102 | $496.6K | 4,162,903 | 33.2% |
| Hilton Grand Vacations Inc(HGV) | COM | 43283X105 | $401.9K | 7,727,165 | 26.9% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $297.8K | 5,416,116 | 19.9% |
| World Accep Corporation(WRLD) | COM | 981419104 | $145.0K | 755,768 | 9.7% |
| Herbalife Nutrition LTD(HLF) | COM SHS | G4412G101 | $88.3K | 2,907,762 | 5.9% |
| Party City Holdco Inc(PRTY1EUR) | COM | 702149105 | $64.6K | 18,051,623 | 4.3% |