| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SIGNET JEWELERS LIMITED SHS | 3,955,000 | 372,798,000 | 38.34% | ||
| 2 | CREDIT ACCEP CORP MICH | 1,138,000 | 247,526,000 | 25.46% | ||
| 3 | L BRANDS INC | 3,021,000 | 198,903,000 | 20.46% | ||
| 4 | RENAISSANCERE HOLDINGS LTD | 625,657 | 85,227,000 | 8.77% | ||
| 5 | CARMAX | 1,054,456 | 67,896,000 | 6.98% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000919574-17-002036, filed 2017.02.15).
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.
