CIK: 0001798860
Total reported value
$79.6M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CACC | Credit Acceptance CORP | Stock-Other | 32.20% | -5.51% | +7.37% | |
| 2 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 17.01% | +12.87% | +3.50% | |
| 3 | WRLD | World Acceptance CORP | Stock-Other | 13.34% | — | +11.16% | |
| 4 | AER | AerCap Holdings N.V. | Stock-Industrials | 11.18% | -4.61% | -31.76% | |
| 5 | TMUS | T-mobile US INC | Stock-Comm Services | 9.91% | — | — | |
| 6 | DG | Dollar General CORP | Stock-Consumer Staples | 8.60% | — | — | |
| 7 | BFH | Bread Financial Holdings INC | Stock-Financials | 7.77% | — | — |