Q2 2023 Holdings
Filed 2023-08-14 | 5 holdings | $656.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Hilton Grand Vacations Inc(HGV) | COM | 43283X105 | $307.6M | 6,768,920 | 46.8% |
| Carvana Co(CVNA) | CL A | 146869102 | $177.0M | 6,827,803 | 26.9% |
| World Accep Corporation(WRLD) | COM | 981419104 | $99.8M | 744,491 | 15.2% |
| Capital One Finl Corp(COF) | COM | 14040H105 | $38.2M | 349,560 | 5.8% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $34.2M | 5,416,116 | 5.2% |