Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| WAYFAIR INC(W) | 2,922,401 | 2,922,401 | 0 | 160,820 | 261,058 | 18.23% | +100,238 |
| CIMPRESS PLC(CMPR) | 3,612,560 | 3,612,560 | 0 | 167,767 | 227,736 | 15.90% | +59,968 |
| LENNAR CORP(LEN) | 0 | 20,000 | +20,000 | 0 | 2,521 | 0.18% | +2,521 |
| BRITISH AMERN TOB PLC(BTI) | 220,100 | 220,100 | 0 | 10,710 | 11,683 | 0.82% | +973 |
| OUTDOOR HOLDING CO(POWW) | 587,000 | 587,000 | 0 | 763 | 869 | 0.06% | +106 |
| TURNING PT BRANDS INC(TPB) | 3,500 | 3,500 | 0 | 253 | 346 | 0.02% | +93 |
| RYERSON HLDG CORP(RYZ) | 30,000 | 30,000 | 0 | 692 | 686 | 0.05% | -6 |
| HEARTLAND EXPRESS INC(HTLD) | 60,000 | 60,000 | 0 | 539 | 503 | 0.04% | -36 |
| WORLD ACCEP CORP DEL(WRLD) | 1,842,134 | 1,512,424 | -329,710 | 319,205 | 255,811 | 17.86% | -63,394 |
| CREDIT ACCEP CORP MICH(CACC) | 1,436,951 | 1,436,951 | 0 | 764,386 | 670,956 | 46.85% | -93,431 |