Q1 2023 Holdings
Filed 2023-05-15 | 5 holdings | $487.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Hilton Grand Vacations Inc(HGV) | COM | 43283X105 | $305.2M | 6,869,465 | 62.6% |
| Carvana Co(CVNA) | CL A | 146869102 | $66.8M | 6,827,803 | 13.7% |
| World Accep Corporation(WRLD) | COM | 981419104 | $62.9M | 755,768 | 12.9% |
| Capital One Finl Corp(COF) | COM | 14040H105 | $34.1M | 354,820 | 7.0% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $18.4M | 5,416,116 | 3.8% |