| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CREDIT ACCEP CORP MICH | 132,004 | 28,712,000 | 23.87% | ||
| 2 | Tenneco Inc Com | 258,669 | 16,159,000 | 13.44% | ||
| 3 | TAILORED BRANDS INC COM | 581,831 | 14,866,000 | 12.36% | ||
| 4 | GOGO INC | 1,572,256 | 14,496,000 | 12.05% | ||
| 5 | SIGNET JEWELERS LIMITED SHS | 148,074 | 13,957,000 | 11.60% | ||
| 6 | MASTEC INC | 316,035 | 12,088,000 | 10.05% | ||
| 7 | NEXSTAR MEDIA GROUP INC | 142,975 | 9,050,000 | 7.52% | ||
| 8 | UNITED RENTALS | 40,747 | 4,302,000 | 3.58% | ||
| 9 | WELLS FARGO & CO NEW | 68,824 | 3,793,000 | 3.15% | ||
| 10 | SINCLAIR BROADCAST GROUP INC | 47,238 | 1,575,000 | 1.31% | ||
| 11 | JPMORGAN CHASE & CO | 14,767 | 1,274,000 | 1.06% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-17-000714, filed 2017.02.14).
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.
