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 | 35.44% | -5.51% | -10.45% | |
| 2 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 17.89% | +12.87% | — | |
| 3 | BTI | British American Tob-sp Adr | Stock-Consumer Staples | 15.81% | +0.93% | -9.68% | |
| 4 | CRMT | America's Car-mart INC | Stock-Other | 11.97% | -5.05% | +34.45% | |
| 5 | DG | Dollar General CORP | Stock-Consumer Staples | 11.20% | — | — | |
| 6 | AER | AerCap Holdings N.V. | Stock-Industrials | 7.69% | -4.61% | -41.77% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CACC | Credit Acceptance CORP | — | NEW | New buy |
| 2 | CHTR | Charter Communications Inc-a | — | NEW | New buy |
| 3 | BTI | British American Tob-sp Adr | — | NEW | New buy |
| 4 | CRMT | America's Car-mart INC | — | NEW | New buy |
| 5 | DG | Dollar General CORP | — | NEW | New buy |
| 6 | AER | AerCap Holdings N.V. | — | NEW | New buy |