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CIK 0002084285 • 4 13F filings • Nov 14, 2025 – Aug 14, 2026
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Past 4 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL A | $3.0M | 2.0%Prev: 2.0% | 4 SH | Increased |
| BOYD GAMING CORP | COM | $7.0M | 4.7%Prev: 4.7% | 82,000 SH | Decreased |
| CANTERBURY PK HLDG CORP | COM | $13.2M | 8.8%Prev: 9.4% | 859,169 SH | Decreased |
| CLEARWATER PAPER CORP | COM | $2.1M | 1.4%Prev: 1.7% | 123,508 SH | Decreased |
| COMMERCIAL VEH GROUP INC | COM | $504K | 0.3%Prev: 0.4% | 350,000 SH | Decreased |
| CONSUMER PORTFOLIO SVCS INC | COM | $47.8M | 31.8%Prev: 25.7% | 5,127,165 SH | Increased |
| INOTIV INC | COM | $11K | 0.0%Prev: 0.0% | 19,756 SH | Decreased |
| KVH INDS INC | COM | $24.4M | 16.2%Prev: 12.6% | 3,498,596 SH | Increased+102,069 SH |
| SIX FLAGS ENTERTAINMENT CORP | COM | $5.1M | 3.4%Prev: 5.0% | 329,920 SH | Decreased |
| UBS GROUP AG | SHS | $9.3M | 6.2%Prev: 5.5% | 200,000 SH | Increased |
| VERIZON COMMUNICATIONS INC | COM | $25.4M | 16.9%Prev: 18.2% | 623,171 SH | Decreased |
| WYNN RESORTS LTD | COM | $12.4M | 8.3%Prev: 8.8% | 103,158 SH | Decreased |
| 13F-HR |
| 0000905148-26-003749 |
| $151.0M |
| View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0000905148-26-002378 | $135.8M | View |