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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| CACC | Credit Acceptance Corporation | 55.35% | 1,427,060 | $937,749,667 | -9,891 | -0.69% | 13D | |
| WRLD | World Acceptance Corporation | 16.89% | 1,456,150 | $302,850,077 | -56,274 | -3.72% | 13D | |
| CMPR | CIMPRESS PLC | 14.71% | 3,612,560 | $263,716,880 | No Change | $73 | 13F | |
| W | WAYFAIR INC | 9.74% | 2,322,401 | $174,667,779 | -600,000 | -20.53% | $75.21 | 13F |
| BTI | BRITISH AMERN TOB PLC | 3.00% | 920,100 | $53,798,247 | 700,000 | 318.04% | $58.47 | 13F |
| LEN | LENNAR CORP | 1.56% | 323,000 | $28,049,320 | 303,000 | 1515% | $86.84 | 13F |
| AVTR | AVANTOR INC | 1.14% | 2,600,000 | $20,384,000 | 2,600,000 | New | $7.84 | 13F |
| SAM | BOSTON BEER INC | 0.58% | 45,000 | $10,368,000 | 45,000 | New | $230.4 | 13F |
| RYZ | RYERSON HLDG CORP | 0.04% | 30,000 | $674,400 | No Change | $22.48 | 13F | |
| HTLD | HEARTLAND EXPRESS INC | 0.03% | 60,000 | $624,000 | No Change | $10.4 | 13F | |
| POWW | OUTDOOR HOLDING CO | -587,000 | Exited | 13F | ||||
| TPB | TURNING PT BRANDS INC | -3,500 | Exited | 13F |