| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SIGNET JEWELERS LIMITED SHS | 4,525,000 | 337,248,000 | 36.75% | ||
| 2 | CREDIT ACCEP CORP MICH | 1,138,000 | 228,818,000 | 24.94% | ||
| 3 | L BRANDS INC | 3,110,000 | 220,095,000 | 23.99% | ||
| 4 | RENAISSANCERE HOLDINGS LTD | 625,657 | 75,179,000 | 8.19% | ||
| 5 | CARMAX | 1,054,456 | 56,255,000 | 6.13% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000919574-16-016630, filed 2016.11.14).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
