Q3 2023 Holdings
Filed 2023-11-14 | 5 holdings | $780.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carvana Co(CVNA) | CL A | 146869102 | $286.6M | 6,827,803 | 36.7% |
| Hilton Grand Vacations Inc(HGV) | COM | 43283X105 | $275.5M | 6,768,920 | 35.3% |
| World Accep Corporation(WRLD) | COM | 981419104 | $94.6M | 744,491 | 12.1% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $89.4M | 5,416,116 | 11.5% |
| Capital One Finl Corp(COF) | COM | 14040H105 | $33.9M | 349,560 | 4.3% |