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 | 35.55% | -5.51% | +23.73% | |
| 2 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 16.44% | +12.87% | +8.11% | |
| 3 | BTI | British American Tob-sp Adr | Stock-Consumer Staples | 15.18% | +0.93% | +17.72% | |
| 4 | AER | AerCap Holdings N.V. | Stock-Industrials | 12.22% | -4.61% | +7.57% | |
| 5 | CRMT | America's Car-mart INC | Stock-Other | 9.93% | -5.05% | — | |
| 6 | DG | Dollar General CORP | Stock-Consumer Staples | 9.54% | — | +66.67% | |
| 7 | TMUS | T-mobile US INC | Stock-Comm Services | 1.13% | — | -59.90% |