| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CREDIT ACCEP CORP MICH | 134,701 | 26,861,000 | 22.82% | ||
| 2 | GOGO INC | 2,044,664 | 22,491,000 | 19.10% | ||
| 3 | SIGNET JEWELERS LIMITED | 286,935 | 19,876,000 | 16.88% | ||
| 4 | TENNECO INC | 266,462 | 16,633,000 | 14.13% | ||
| 5 | MASTEC INC | 325,790 | 13,048,000 | 11.08% | ||
| 6 | NEXSTAR MEDIA GROUP INC | 146,813 | 10,299,000 | 8.75% | ||
| 7 | TAILORED BRANDS INC COM | 439,031 | 6,559,000 | 5.57% | ||
| 8 | SINCLAIR BROADCAST GROUP INC | 48,425 | 1,961,000 | 1.67% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-17-001261, filed 2017.05.15).
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.