Q1 2023 Holdings
Filed 2023-05-12 | 17 holdings | $375.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| IAC Inc.(IAC) | COM NEW | 44891N208 | $60.9M | 1,179,500 | 16.2% |
| Berkshire Hathaway Inc.(BRK/B) | CL B NEW | 084670702 | $49.4M | 160,000 | 13.2% |
| Meta Platforms, Inc.(META) | CL A | 30303M102 | $31.8M | 150,000 | 8.5% |
| Enova International, Inc.(ENVA) | COM | 29357K103 | $28.0M | 630,000 | 7.5% |
| U-Haul Holding Company(UHAL/B) | COM SER N | 023586506 | $27.5M | 530,000 | 7.3% |
| Amazon.com, Inc.(AMZN) | COM | 023135106 | $27.4M | 265,000 | 7.3% |
| Enstar Group Limited | SHS | G3075P101 | $23.3M | 100,500 | 6.2% |
| News Corporation(NWSA) | CL A | 65249B109 | $22.9M | 1,325,000 | 6.1% |
| Alphabet Inc.(GOOG) | CAP STK CL C | 02079K107 | $21.5M | 207,000 | 5.7% |
| LendingClub Corporation(LC) | COM NEW | 52603A208 | $18.3M | 2,535,000 | 4.9% |
| Orion Engineered Carbons S.A.(OEC) | COM | L72967109 | $16.6M | 635,000 | 4.4% |
| LGI Homes, Inc.(LGIH) | COM | 50187T106 | $13.1M | 115,000 | 3.5% |
| Walker & Dunlop, Inc.(WD) | COM | 93148P102 | $12.7M | 167,000 | 3.4% |
| Rush Enterprises, Inc.(RUSHA) | CL A | 781846209 | $9.7M | 177,500 | 2.6% |
| Cogent Communications Holdings, Inc.(CCOI) | COM NEW | 19239V302 | $7.0M | 110,000 | 1.9% |
| A-Mark Precious Metals, Inc.(GOLD) | COM | 00181T107 | $4.5M | 130,000 | 1.2% |
| Upwork Inc.(UPWK) | COM | 91688F104 | $1.1M | 100,000 | 0.3% |