Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| DOLLAR GEN CORP NEW(DG) | 205,406 | 241,456 | +36,050 | 15,574 | 21,231 | 20.43% | +5,657 |
| CREDIT ACCEP CORP MICH(CACC) | 44,931 | 45,471 | +540 | 21,093 | 23,479 | 22.59% | +2,386 |
| MALIBU BOATS INC | 526,935 | 674,463 | +147,528 | 19,807 | 20,693 | 19.91% | +885 |
| BANK OZK LITTLE ROCK ARK(OZK) | 258,612 | 276,530 | +17,918 | 11,516 | 12,015 | 11.56% | +499 |
| BANK7 CORP | 299,231 | 319,642 | +20,411 | 13,962 | 12,383 | 11.91% | -1,579 |
| PATRICK INDS INC(PATK) | 119,173 | 84,651 | -34,522 | 9,901 | 7,158 | 6.89% | -2,743 |
| REGIONAL MGMT CORP | 328,336 | 231,566 | -96,770 | 11,157 | 6,972 | 6.71% | -4,184 |