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 | 45.14% | — | — | |
| 2 | UNH | Unitedhealth Group INC | Stock-Healthcare | 28.20% | — | +3.98% | |
| 3 | CVNA | Carvana Co | Stock-Consumer Disc | 14.28% | — | — | |
| 4 | RNR | RenaissanceRe Holdings Ltd. | Stock-Financials | 10.34% | — | — | |
| 5 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 2.03% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CVNA | Carvana Co | +5.3% | — | Unchanged |
| 2 | UNH | Unitedhealth Group INC | +1.2% | +3.98% | Add |
| 3 | IBKR | Interactive Brokers Gro-cl A | -0.4% | — | Unchanged |
| 4 | CACC | Credit Acceptance CORP | -3% | — | Unchanged |
| 5 | RNR | RenaissanceRe Holdings Ltd. | -3.2% | — | Unchanged |