Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| WAYFAIR INC(W) | 2,922,401 | 2,922,401 | 0 | 261,058 | 293,438 | 20.95% | +32,380 |
| CIMPRESS PLC(CMPR) | 3,612,560 | 3,612,560 | 0 | 227,736 | 240,560 | 17.17% | +12,825 |
| BRITISH AMERN TOB PLC(BTI) | 220,100 | 220,100 | 0 | 11,683 | 12,462 | 0.89% | +779 |
| OUTDOOR HOLDING CO(POWW) | 587,000 | 587,000 | 0 | 869 | 1,004 | 0.07% | +135 |
| RYERSON HLDG CORP(RYZ) | 30,000 | 30,000 | 0 | 686 | 755 | 0.05% | +69 |
| HEARTLAND EXPRESS INC(HTLD) | 60,000 | 60,000 | 0 | 503 | 542 | 0.04% | +39 |
| TURNING PT BRANDS INC(TPB) | 3,500 | 3,500 | 0 | 346 | 379 | 0.03% | +33 |
| LENNAR CORP(LEN) | 20,000 | 20,000 | 0 | 2,521 | 2,056 | 0.15% | -465 |
| CREDIT ACCEP CORP MICH(CACC) | 1,436,951 | 1,436,951 | 0 | 670,956 | 637,230 | 45.49% | -33,725 |
| WORLD ACCEP CORPORATION(WRLD) | 1,512,424 | 1,512,424 | 0 | 255,811 | 212,329 | 15.16% | -43,482 |