Q1 2020 Holdings
Filed 2020-05-14 | 7 holdings | $11.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $10.9M | 42,749 | 99.7% |
| Mastec Inc(MTZ) | COM | 576323109 | $6.5K | 197,785 | 0.1% |
| Floor & Decor Hldgs Inc(FND) | CL A | 339750101 | $5.9K | 185,000 | 0.1% |
| Stifel Finl Corp(SF) | COM | 860630102 | $5.9K | 143,275 | 0.1% |
| Frontdoor Inc(FTDR) | COM | 35905A109 | $5.9K | 169,881 | 0.1% |
| Nexstar Media Group Inc(NXST) | CL A | 65336K103 | $5.7K | 99,000 | 0.1% |
| BK of America Corp(BAC) | COM | 060505104 | $1.1K | 49,768 | 0.0% |