Q2 2020 Holdings
Filed 2020-08-17 | 12 holdings | $22.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Credit Accep Corp Mich(CACC) | COM | 225310101 | $17.9M | 42,749 | 79.8% |
| Carmax Inc(KMX) | COM | 143130102 | $4.5M | 50,000 | 20.0% |
| Mastec Inc(MTZ) | COM | 576323109 | $8.9K | 197,785 | 0.0% |
| Nexstar Media Group Inc(NXST) | CL A | 65336K103 | $8.3K | 99,000 | 0.0% |
| Frontdoor Inc(FTDR) | COM | 35905A109 | $7.5K | 169,881 | 0.0% |
| Stifel Finl Corp(SF) | COM | 860630102 | $6.8K | 143,275 | 0.0% |
| Allegiant Travel Co(ALGT) | COM | 01748X102 | $5.6K | 51,116 | 0.0% |
| Insperity Inc(NSP) | COM | 45778Q107 | $4.5K | 70,000 | 0.0% |
| Korn Ferry(KFY) | COM NEW | 500643200 | $3.5K | 112,904 | 0.0% |
| Capital One Finl Corp(COF) | COM | 14040H105 | $3.1K | 50,000 | 0.0% |
| Floor & Decor Hldgs Inc(FND) | CL A | 339750101 | $2.6K | 45,000 | 0.0% |
| BK of America Corp(BAC) | COM | 060505104 | $1.2K | 49,768 | 0.0% |