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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| CVNA | CARVANA CO | 31.61% | 5,000,000 | $439,550,000 | -4,490,000 | -47.31% | $87.91 | 13F |
| APP | APPLOVIN CORP | 24.89% | 5,000,000 | $346,100,000 | No Change | $69.22 | 13F | |
| CMPR | CIMPRESS PLC | 13.1% | 2,058,904 | $182,233,593 | -300,000 | -12.72% | $88.51 | 13F |
| W | WAYFAIR INC | 12.87% | 2,637,000 | $178,999,560 | -1,013,000 | -27.75% | $67.88 | 13F |
| CIGI | COLLIERS INTL GROUP INC | 11.44% | 1,301,132 | $159,099,313 | 301,132 | 30.11% | $122.28 | 13F |
| DASH | DOORDASH INC | 2.97% | 300,000 | $41,316,000 | No Change | $137.72 | 13F | |
| CNM | CORE & MAIN INC | 1.23% | 300,000 | $17,175,000 | 300,000 | New | $57.25 | 13F |
| BECN | BEACON ROOFING SUPPLY INC | 0.73% | 103,000 | $10,096,060 | 103,000 | New | $98.02 | 13F |
| GPI | GROUP 1 AUTOMOTIVE INC | 0.41% | 19,500 | $5,698,485 | 19,500 | New | $292.23 | 13F |
| LAD | LITHIA MTRS INC | 0.38% | 17,500 | $5,265,050 | 17,500 | New | $300.86 | 13F |
| GXO | GXO LOGISTICS INCORPORATED | 0.37% | 97,000 | $5,214,720 | 97,000 | New | $53.76 | 13F |