Q3 2022 Holdings
Filed 2022-11-14 | 9 holdings | $394.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $223.9M | 511,254 | 56.8% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $169.5M | 1,762,761 | 43.0% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $215.4K | 1,587,365 | 0.1% |
| Netflix Inc(NFLX) | COM | 64110L106 | $177.9K | 755,451 | 0.0% |
| CDW Corp(CDW) | COM | 12514G108 | $119.5K | 765,476 | 0.0% |
| Copart Inc(CPRT) | COM | 217204106 | $116.9K | 1,099,030 | 0.0% |
| Karooooo LTD(KARO) | ORD SHS | Y4600W108 | $51.8K | 2,177,218 | 0.0% |
| Heico Corp New(HEI/A) | CL A | 422806208 | $42.4K | 369,997 | 0.0% |
| SEA LTD(SE) | SPONSORD ADS | 81141R100 | $6.5K | 116,117 | 0.0% |