Q1 2025 Holdings
Filed 2025-05-15 | 6 holdings | $110.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carvana Co(CVNA) | CL A | 146869102 | $83.9M | 401,371 | 76.1% |
| SEA LTD(SE) | SPONSORED ADS | 81141R100 | $11.7M | 90,000 | 10.6% |
| Onewater Marine Inc(ONEW) | CL A COM | 68280L101 | $6.5M | 398,811 | 5.8% |
| Citi Trends Inc(CTRN) | COM | 17306X102 | $3.7M | 168,768 | 3.4% |
| Oscar Health Inc(OSCR) | CL A | 687793109 | $3.5M | 270,000 | 3.2% |
| The One Group Hospitality Inc(STKS) | COM | 88338K103 | $953.6K | 318,943 | 0.9% |