Q2 2022 Holdings
Filed 2022-08-12 | 9 holdings | $112.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Raymond James Finl Inc(RJF) | COM | 754730109 | $18.6K | 207,913 | 16.6% |
| Onemain Hldgs Inc(OMF) | COM | 68268W103 | $17.4K | 464,815 | 15.5% |
| Progressive Corp(PGR) | COM | 743315103 | $16.2K | 139,076 | 14.4% |
| BK of America Corp(BAC) | COM | 060505104 | $14.0K | 448,837 | 12.4% |
| Envestnet Inc(ENVUSD) | COM | 29404K106 | $11.8K | 224,188 | 10.5% |
| Hilton Grand Vacations Inc(HGV) | COM | 43283X105 | $11.2K | 312,645 | 9.9% |
| Apollo Global Mgmt Inc(APO) | COM | 03769M106 | $10.6K | 219,331 | 9.5% |
| Carvana Co(CVNA) | CL A | 146869102 | $7.1K | 313,487 | 6.3% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $5.5K | 244,835 | 4.9% |