Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2023 ▲▼ | Q4 2023 ▲▼ | Change ▲▼ | Q3 2023 ▲▼ | Q4 2023 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CARVANA CO(CVNA) | 6,827,803 | 6,827,803 | 0 | 286,631 | 361,464 | 43.72% | +74,833 |
| CAPITAL ONE FINL CORP(COF) | 349,560 | 533,460 | +183,900 | 33,925 | 69,947 | 8.46% | +36,022 |
| HILTON GRAND VACATIONS INC(HGV) | 6,768,920 | 6,768,920 | 0 | 275,495 | 271,975 | 32.90% | -3,520 |
| WORLD ACCEP CORPORATION(WRLD) | 744,491 | 562,491 | -182,000 | 94,595 | 73,422 | 8.88% | -21,173 |
| CARDLYTICS INC | 5,416,116 | 5,416,116 | 0 | 89,366 | 49,882 | 6.03% | -39,483 |