Q1 2025 Holdings
Filed 2025-05-15 | 4 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 | $1.2B | 5,685,029 | 77.2% |
| Hilton Grand Vacations Inc(HGV) | COM | 43283X105 | $213.9M | 5,716,641 | 13.9% |
| Capital One Finl Corp(COF) | COM | 14040H105 | $127.2M | 709,295 | 8.3% |
| Cardlytics Inc(CDLX) | COM | 14161W105 | $10.2M | 5,613,922 | 0.7% |