Q2 2021 Holdings
Filed 2021-08-16 | 9 holdings | $56.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX) | COM | 143130102 | $56.5M | 437,377 | 99.2% |
| Liberty Broadband(LBRDK) | COM | 530307305 | $159.7K | 919,556 | 0.3% |
| L Brands Inc | COM | 501797104 | $97.2K | 1,348,654 | 0.2% |
| Zebra Technologies Corp(ZBRA) | CL A | 989207105 | $57.1K | 107,879 | 0.1% |
| CDW Corp(CDW) | COM | 12514G108 | $50.5K | 288,982 | 0.1% |
| Qurate Retail Inc(QVCAUSD) | SERIES A | 74915M100 | $39.0K | 2,980,425 | 0.1% |
| CDK Global Inc(CDK) | COM | 12508E101 | $35.0K | 704,959 | 0.1% |
| Cactus Inc(WHD) | COM | 127203107 | $5.0K | 135,000 | 0.0% |
| Heico Corp(HEI/A) | CL A | 422806208 | $4.2K | 34,191 | 0.0% |