Q4 2022 Holdings
Filed 2023-02-14 | 9 holdings | $1.1B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $246.5M | 519,614 | 21.5% |
| Netflix Inc(NFLX) | COM | 64110L106 | $168.7M | 571,969 | 14.7% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $155.7M | 1,293,901 | 13.6% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $151.9M | 1,712,321 | 13.2% |
| CDW Corp(CDW) | COM | 12514G108 | $140.0M | 783,877 | 12.2% |
| Copart Inc(CPRT) | COM | 217204106 | $133.2M | 2,188,060 | 11.6% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $69.0M | 287,698 | 6.0% |
| Karooooo LTD(KARO) | ORD SHS | Y4600W108 | $50.7M | 2,177,218 | 4.4% |
| Heico Corp New(HEI/A) | CL A | 422806208 | $31.3M | 261,551 | 2.7% |