Q3 2024 Holdings
Filed 2024-11-14 | 5 holdings | $1.5B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carvana Co(CVNA) | CL A | 146869102 | $1.1B | 6,453,594 | 74.5% |
| Hilton Grand Vacations Inc(HGV) | COM | 43283X105 | $231.1M | 6,363,011 | 15.3% |
| Capital One Finl Corp(COF) | COM | 14040H105 | $121.5M | 811,500 | 8.1% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $20.5M | 6,419,733 | 1.4% |
| World Accep Corporation(WRLD) | COM | 981419104 | $11.0M | 93,299 | 0.7% |