CIK: 0001317588
Total reported value
$2.3B
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CACC | Credit Acceptance CORP | Stock-Other | 52.52% | — | +0.88% | |
| 2 | SIG | Signet Jewelers Limited | Stock-Consumer Disc | 23.36% | — | -47.33% | |
| 3 | RNR | RenaissanceRe Holdings Ltd. | Stock-Financials | 15.19% | — | — | |
| 4 | CVNA | Carvana Co | Stock-Consumer Disc | 8.94% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CACC | Credit Acceptance CORP | +14% | +0.88% | Add |
| 2 | RNR | RenaissanceRe Holdings Ltd. | +0.1% | — | Unchanged |
| 3 | SIG | Signet Jewelers Limited | -23% | -47.33% | Trim |
| 4 | CVNA | Carvana Co | — | NEW | New buy |