| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| OMF | ONEMAIN HLDGS INC | 10.28% | 7,870,085 | $448,594,845 | 526,449 | 7.17% | $57 | 13F |
| COF | CAPITAL ONE FINL CORP | 8.94% | 1,832,991 | $389,987,165 | 1,201,438 | 190.24% | $212.76 | 13F |
| SLM | SLM CORP | 7.92% | 10,540,905 | $345,636,275 | 1,085,531 | 11.48% | $32.79 | 13F |
| AN | AUTONATION INC | 5.53% | 1,214,510 | $241,262,411 | 84,455 | 7.47% | $198.65 | 13F |
| BLDR | BUILDERS FIRSTSOURCE INC | 4.89% | 1,827,261 | $213,223,086 | 585,683 | 47.17% | $116.69 | 13F |
| BAC | BANK AMERICA CORP | 0.03% | 26,532 | $1,255,494 | 12,000 | 82.58% | $47.32 | 13F |
| HCA | HCA HEALTHCARE INC | 0.03% | 3,923 | $1,502,901 | 2,000 | 104% | $383.1 | 13F |
| UNH | UNITEDHEALTH GROUP INC | 0.01% | 1,499 | $467,643 | 1,000 | 200.4% | $311.97 | 13F |