| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MASTEC INC | 886,413 | 19,785,000 | 21.07% | ||
| 2 | CREDIT ACCEP CORP MICH | 93,618 | 17,327,000 | 18.45% | ||
| 3 | UNITED RENTALS | 195,875 | 13,143,000 | 14.00% | ||
| 4 | Tenneco Inc Com | 234,209 | 10,916,000 | 11.63% | ||
| 5 | CENTURY CMNTYS INC COM | 487,567 | 8,454,000 | 9.00% | ||
| 6 | LENDINGCLUB CORP | 1,607,962 | 6,914,000 | 7.36% | ||
| 7 | NEXSTAR MEDIA GROUP INC | 130,608 | 6,214,000 | 6.62% | ||
| 8 | TAILORED BRANDS INC COM | 436,713 | 5,529,000 | 5.89% | ||
| 9 | WELLS FARGO & CO NEW | 69,938 | 3,310,000 | 3.53% | ||
| 10 | SINCLAIR BROADCAST GROUP INC | 43,315 | 1,293,000 | 1.38% | ||
| 11 | JPMORGAN CHASE & CO | 15,691 | 1,004,000 | 1.07% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-16-004336, filed 2016.08.15).
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.
