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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 | |
| W | WAYFAIR INC | 9.74% | 2,322,401 | $174,667,779 | -600,000 | -20.53% | $75.21 | 13F |