Q3 2022 Holdings
Filed 2022-11-04 | 10 holdings | $101.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Raymond James Finl Inc(RJF) | COM | 754730109 | $19.2K | 194,709 | 19.0% |
| BK of America Corp(BAC) | COM | 060505104 | $14.6K | 482,619 | 14.4% |
| Progressive Corp(PGR) | COM | 743315103 | $14.4K | 123,565 | 14.1% |
| Onemain Hldgs Inc(OMF) | COM | 68268W103 | $12.2K | 412,060 | 12.0% |
| Hilton Grand Vacations Inc(HGV) | COM | 43283X105 | $10.3K | 312,645 | 10.1% |
| Apollo Global Mgmt Inc(APO) | COM | 03769M106 | $10.2K | 219,331 | 10.0% |
| Envestnet Inc(ENVUSD) | COM | 29404K106 | $7.1K | 160,457 | 7.0% |
| Carvana Co(CVNA) | CL A | 146869102 | $6.4K | 313,487 | 6.3% |
| Capital One Finl Corp(COF) | COM | 14040H105 | $4.0K | 43,190 | 3.9% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $3.2K | 343,061 | 3.2% |