Q2 2018 Holdings
Filed 2018-08-03 | 5 holdings | $48.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Credit Acceptance Corp(CACC) | COM | 225310101 | $48.6M | 137,566 | 99.8% |
| Aercap Holdings NV(AER) | SHS | N00985106 | $37.6K | 695,000 | 0.1% |
| Baidu ADR Reptg Inc Class A(BIDUN) | SPON ADR REP A | 056752108 | $36.5K | 150,000 | 0.1% |
| Seritage Growth Properties Class A(SRG) | CL A | 81752R100 | $34.7K | 817,996 | 0.1% |
| Hunt Companies Finance Trust Inc T | COM | 44558T100 | $11.4K | 3,340,780 | 0.0% |