Q1 2024 Holdings
Filed 2024-05-15 | 5 holdings | $1.1B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carvana Co(CVNA) | CL A | 146869102 | $574.1M | 6,530,894 | 51.4% |
| Hilton Grand Vacations Inc(HGV) | COM | 43283X105 | $304.3M | 6,446,661 | 27.3% |
| Capital One Finl Corp(COF) | COM | 14040H105 | $96.1M | 645,252 | 8.6% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $92.4M | 6,373,676 | 8.3% |
| World Accep Corporation(WRLD) | COM | 981419104 | $49.0M | 338,164 | 4.4% |