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CIK 0001538653 • 6 13F filings • May 15, 2025 – Aug 14, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| BRITISH AMERN TOB PLC | SPONSORED ADR | $12.5M | 0.9%Prev: 0.8% | 220,100 SH | Increased |
| CIMPRESS PLC | SHS EURO | $240.6M | 17.2%Prev: 15.9% | 3,612,560 SH | Increased |
| CREDIT ACCEP CORP MICH | COM | $637.2M | 45.5%Prev: 46.8% | 1,436,951 SH | Decreased |
| HEARTLAND EXPRESS INC | COM | $542K | 0.0%Prev: 0.0% | 60,000 SH | Increased |
| LENNAR CORP | CL A | $2.1M | 0.1%Prev: 0.2% | 20,000 SH | Decreased |
| OUTDOOR HOLDING CO | COM | $1.0M | 0.1%Prev: 0.1% | 587,000 SH | Increased |
| RYERSON HLDG CORP | COM | $755K | 0.1%Prev: 0.0% | 30,000 SH | Increased |
| TURNING PT BRANDS INC | COM | $379K | 0.0%Prev: 0.0% | 3,500 SH | Increased |
| WAYFAIR INC | CL A | $293.4M | 20.9%Prev: 18.2% | 2,922,401 SH | Increased |
| WORLD ACCEP CORPORATION | COM | $212.3M | 15.2% | 1,512,424 SH | New |
| 13F-HR |
| 0001104659-26-097104 |
| $1.96B |
| View |
| Aug 14, 2025 | Q2 2025 | 13F-HR | 0001104659-25-078547 | $1.43B | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001104659-26-062460 | $1.37B | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001104659-25-049425 | $1.31B | View |