Q4 2024 Holdings
Filed 2025-02-14 | 4 holdings | $1.7B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carvana Co(CVNA) | CL A | 146869102 | $1.3B | 6,377,797 | 75.5% |
| Hilton Grand Vacations Inc(HGV) | COM | 43283X105 | $252.9M | 6,492,344 | 14.7% |
| Capital One Finl Corp(COF) | COM | 14040H105 | $143.8M | 806,389 | 8.4% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $23.6M | 6,368,910 | 1.4% |