Q1 2017 Holdings
Filed 2017-05-15 | 13 holdings | $4.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Credit Acceptance Corp(CACC) | COM | 225310101 | $4.0M | 20,000 | 85.8% |
| Liberty Interactive Corp | COM SER A | 53071M104 | $142.7K | 7,127,117 | 3.1% |
| Zebra Technologies Corp(ZBRA) | COM | 989207105 | $105.4K | 1,155,332 | 2.3% |
| CDW Corp(CDW) | COM | 12514G108 | $103.7K | 1,796,720 | 2.2% |
| Wesco Aircraft Hldg Inc | COM | 950814103 | $93.2K | 8,175,308 | 2.0% |
| Commscope Holding Co Inc(VISN) | COM | 20337X109 | $80.1K | 1,919,929 | 1.7% |
| Iron MTN Inc(IRM) | COM | 46284V101 | $58.5K | 1,640,366 | 1.3% |
| Valmont Industries Inc(VMI) | COM | 920253101 | $44.2K | 284,169 | 1.0% |
| Liberty Ventures | COM SER A | 53071M856 | $17.0K | 381,881 | 0.4% |
| Maximus Inc(MMS) | COM | 577933104 | $8.4K | 134,673 | 0.2% |
| Liberty Expedia Holdings Inc(LEXEA) | COM SER A | 53046P109 | $7.5K | 165,987 | 0.2% |
| Commercehub Inc | COM SER C | 20084V306 | $1.3K | 82,183 | 0.0% |
| Commercehub Inc | COM SER A | 20084V108 | $636 | 41,092 | 0.0% |