Q2 2024 Holdings
Filed 2024-08-14 | 5 holdings | $1.3B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carvana Co(CVNA) | CL A | 146869102 | $840.7M | 6,530,894 | 65.7% |
| Hilton Grand Vacations Inc(HGV) | COM | 43283X105 | $260.6M | 6,446,661 | 20.4% |
| Capital One Finl Corp(COF) | COM | 14040H105 | $95.0M | 686,052 | 7.4% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $53.1M | 6,464,859 | 4.1% |
| World Accep Corporation(WRLD) | COM | 981419104 | $31.1M | 251,772 | 2.4% |