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CIK 0001282197 • 2 13F filings • May 15, 2025 – Aug 14, 2025
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Past 2 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL A | $2.9M | 1.7%Prev: 1.9% | 4 SH | Decreased |
| BOYD GAMING CORP | COM | $6.4M | 3.7%Prev: 3.2% | 82,000 SH | Increased |
| CANTERBURY PK HLDG CORP | COM | $16.1M | 9.4%Prev: 9.2% | 854,805 SH | Increased+4,402 SH |
| CLEARWATER PAPER CORP | COM | $3.4M | 2.0%Prev: 1.9% | 123,508 SH | Increased |
| COMMERCIAL VEH GROUP INC | COM | $581K | 0.3%Prev: 0.2% | 350,000 SH | Increased |
| CONSUMER PORTFOLIO SVCS INC | COM | $50.4M | 29.4%Prev: 26.4% | 5,127,165 SH | Increased |
| INOTIV INC | COM | $36K | 0.0%Prev: 0.0% | 19,756 SH | Decreased |
| KVH INDS INC | COM | $18.1M | 10.6%Prev: 10.6% | 3,396,527 SH | Increased+8,316 SH |
| MAGNERA CORP | COM SHS | $9.1M | 5.3%Prev: 8.1% | 750,000 SH | Decreased |
| SIX FLAGS ENTERTAINMENT CORP | COM | $10.0M | 5.9%Prev: 7.0% | 329,920 SH | Decreased |
| UBS GROUP AG | SHS | $11.8M | 6.9%Prev: 6.4% | 350,000 SH | Increased |
| VERIZON COMMUNICATIONS INC | COM | $27.0M | 15.7%Prev: 16.8% | 623,171 SH | Decreased |
| WYNN RESORTS LTD | COM | $15.8M | 9.2%Prev: 8.3% | 168,158 SH | Increased |