Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CREDIT ACCEP CORP MICH(CACC) | 1,436,951 | 1,436,951 | 0 | 608,491 | 914,964 | 46.75% | +306,473 |
| WORLD ACCEP CORPORATION(WRLD) | 1,512,424 | 1,512,424 | 0 | 204,238 | 338,526 | 17.30% | +134,288 |
| CIMPRESS PLC(CMPR) | 3,612,560 | 3,612,560 | 0 | 263,717 | 367,397 | 18.77% | +103,680 |
| WAYFAIR INC(W) | 2,322,401 | 2,322,401 | 0 | 174,668 | 214,636 | 10.97% | +39,969 |
| AVANTOR INC(AVTR) | 2,600,000 | 2,600,000 | 0 | 20,384 | 25,740 | 1.32% | +5,356 |
| BRITISH AMERN TOB PLC(BTI) | 920,100 | 920,100 | 0 | 53,798 | 56,825 | 2.90% | +3,027 |
| LENNAR CORP(LEN) | 323,000 | 323,000 | 0 | 28,049 | 29,228 | 1.49% | +1,179 |
| HEARTLAND EXPRESS INC(HTLD) | 60,000 | 60,000 | 0 | 624 | 913 | 0.05% | +289 |
| RYERSON HLDG CORP(RYZ) | 30,000 | 30,000 | 0 | 674 | 738 | 0.04% | +64 |
| BOSTON BEER INC(SAM) | 45,000 | 45,000 | 0 | 10,368 | 7,966 | 0.41% | -2,402 |