| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| CACC | CREDIT ACCEP CORP MICH | 46.85% | 1,436,951 | $670,955,530 | No Change | $466.93 | 13F | |
| W | WAYFAIR INC | 18.23% | 2,922,401 | $261,058,081 | No Change | $89.33 | 13F | |
| WRLD | WORLD ACCEP CORP DEL | 17.86% | 1,512,424 | $255,811,395 | -329,710 | -17.9% | $169.14 | 13F |
| CMPR | CIMPRESS PLC | 15.9% | 3,612,560 | $227,735,782 | No Change | $63.04 | 13F | |
| BTI | BRITISH AMERN TOB PLC | 0.82% | 220,100 | $11,682,908 | No Change | $53.08 | 13F | |
| LEN | LENNAR CORP | 0.18% | 20,000 | $2,520,800 | 20,000 | New | $126.04 | 13F |
| POWW | OUTDOOR HOLDING CO | 0.06% | 587,000 | $868,760 | No Change | $1.48 | 13F | |
| RYI | RYERSON HLDG CORP | 0.05% | 30,000 | $685,800 | No Change | $22.86 | 13F | |
| HTLD | HEARTLAND EXPRESS INC | 0.04% | 60,000 | $502,800 | No Change | $8.38 | 13F | |
| TPB | TURNING PT BRANDS INC | 0.02% | 3,500 | $346,010 | No Change | $98.86 | 13F |