Q1 2022 Holdings
Filed 2022-05-13 | 1 holdings | $17.3K | 13F-HR/A | View on SEC ↗ · Holdings Table ↗
Amended (2022-05-24) | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Raymond James Finl Inc(RJF) | COM | 754730109 | $24.4K | 221,597 | 18.8% |
| Onemain Hldgs Inc(OMF) | COM | 68268W103 | $22.3K | 470,980 | 17.2% |
| Envestnet Inc(ENVUSD) | COM | 29404K106 | $19.2K | 258,042 | 14.8% |
| Hilton Grand Vacations Inc(HGV)A | COM | 43283X105 | $17.3K | 333,107 | 100.0% |
| Progressive Corp(PGR) | COM | 743315103 | $17.0K | 148,999 | 13.1% |
| BK of America Corp(BAC) | COM | 060505104 | $14.0K | 338,688 | 10.8% |
| Carvana Co(CVNA) | CL A | 146869102 | $13.8K | 115,569 | 10.6% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $12.9K | 234,175 | 9.9% |
| Wells Fargo Co New(WFC) | COM | 949746101 | $6.3K | 129,306 | 4.8% |