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| Stock | Company | % Portfolio | Shares Held | Market Value | Change in Shares | % Change | Quarter End Price | Source |
|---|---|---|---|---|---|---|---|---|
| CVNA | CARVANA CO | 51.45% | 6,530,894 | $574,130,892 | -296,909 | -4.35% | $87.91 | 13F |
| HGV | HILTON GRAND VACATIONS INC | 27.27% | 6,446,661 | $304,346,866 | -322,259 | -4.76% | $47.21 | 13F |
| COF | CAPITAL ONE FINL CORP | 8.61% | 645,252 | $96,071,570 | 111,792 | 20.96% | $148.89 | 13F |
| CDLX | CARDLYTICS INC | 8.28% | 6,373,676 | $92,354,565 | 957,560 | 17.68% | $14.49 | 13F |
| WRLD | WORLD ACCEP CORPORATION | 4.39% | 338,164 | $49,027,017 | -224,327 | -39.88% | $144.98 | 13F |