Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2024 ▲▼ | Q2 2024 ▲▼ | Change ▲▼ | Q1 2024 ▲▼ | Q2 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CARVANA CO(CVNA) | 6,530,894 | 6,530,894 | 0 | 574,131 | 840,657 | 65.65% | +266,526 |
| CAPITAL ONE FINL CORP(COF) | 645,252 | 686,052 | +40,800 | 96,072 | 94,984 | 7.42% | -1,088 |
| WORLD ACCEP CORPORATION(WRLD) | 338,164 | 251,772 | -86,392 | 49,027 | 31,114 | 2.43% | -17,913 |
| CARDLYTICS INC | 6,373,676 | 6,464,859 | +91,183 | 92,355 | 53,076 | 4.15% | -39,278 |
| HILTON GRAND VACATIONS INC(HGV) | 6,446,661 | 6,446,661 | 0 | 304,347 | 260,639 | 20.35% | -43,708 |