Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2023 ▲▼ | Q1 2024 ▲▼ | Change ▲▼ | Q4 2023 ▲▼ | Q1 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ONEMAIN HLDGS INC(OMF) | 425,000 | 450,000 | +25,000 | 20,910 | 22,991 | 21.50% | +2,081 |
| CURO GROUP HOLDINGS CORP | 2,600,000 | 0 | -2,600,000 | 2,080 | 0 | — | -2,080 |
| MR COOPER GROUP INC | 700,000 | 500,000 | -200,000 | 45,584 | 38,975 | 36.44% | -6,609 |
| APOLLO GLOBAL MGMT INC(APO) | 1,050,000 | 400,000 | -650,000 | 97,850 | 44,980 | 42.06% | -52,869 |