Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MALIBU BOATS INC | 674,463 | 1,080,301 | +405,838 | 20,693 | 33,857 | 22.04% | +13,164 |
| DOLLAR GEN CORP NEW(DG) | 241,456 | 292,130 | +50,674 | 21,231 | 33,414 | 21.76% | +12,183 |
| CREDIT ACCEP CORP MICH(CACC) | 45,471 | 69,051 | +23,580 | 23,479 | 35,177 | 22.90% | +11,698 |
| SYNCHRONY FINANCIAL(SYF) | 0 | 88,800 | +88,800 | 0 | 5,927 | 3.86% | +5,927 |
| BANK OZK LITTLE ROCK ARK(OZK) | 276,530 | 340,330 | +63,800 | 12,015 | 16,016 | 10.43% | +4,001 |
| BANK7 CORP | 319,642 | 349,563 | +29,921 | 12,383 | 14,622 | 9.52% | +2,239 |
| PATRICK INDS INC(PATK) | 84,651 | 84,651 | 0 | 7,158 | 7,811 | 5.09% | +653 |
| REGIONAL MGMT CORP | 231,566 | 231,566 | 0 | 6,972 | 6,764 | 4.40% | -208 |