| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MASTEC INC | 901,138 | 26,800,000 | 19.97% | ||
| 2 | CREDIT ACCEP CORP MICH | 92,866 | 18,673,000 | 13.92% | ||
| 3 | Tenneco Inc Com | 238,058 | 13,872,000 | 10.34% | ||
| 4 | GOGO INC | 1,156,478 | 12,768,000 | 9.52% | ||
| 5 | CENTURY CMNTYS INC COM | 489,967 | 10,539,000 | 7.85% | ||
| 6 | UNITED RENTALS | 132,099 | 10,368,000 | 7.73% | ||
| 7 | SIGNET JEWELERS LIMITED SHS | 136,000 | 10,136,000 | 7.55% | ||
| 8 | LENDINGCLUB CORP | 1,634,180 | 10,099,000 | 7.53% | ||
| 9 | TAILORED BRANDS INC COM | 535,118 | 8,401,000 | 6.26% | ||
| 10 | NEXSTAR MEDIA GROUP INC | 132,829 | 7,666,000 | 5.71% | ||
| 11 | WELLS FARGO & CO NEW | 65,043 | 2,880,000 | 2.15% | ||
| 12 | SINCLAIR BROADCAST GROUP INC | 44,047 | 1,272,000 | 0.95% | ||
| 13 | JPMORGAN CHASE & CO | 10,679 | 711,000 | 0.53% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-16-004819, 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.
