BIRMINGHAM, AL
Allocation by class
Portfolio Concentration
Top 3 weight
45.9%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 20.76M
Full voting authority
20.76M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MASTERCRAFT BOAT HLDGS INCSOLE | COM | 1.61M | SH | $33.05M 16.45% | 1.61M | 0.00 | 0.00 |
REGIONAL MGMT CORPSOLE | COM | 1.02M | SH | $32.87M 16.36% | 1.02M | 0.00 | 0.00 |
HOVNANIAN ENTERPRISES INCSOLE | CL A NEW | 236.31K | SH | $26.21M 13.05% | 236.31K | 0.00 | 0.00 |
VIEMED HEALTHCARE INCSOLE | COM | 2.83M | SH | $26.03M 12.96% | 2.83M | 0.00 | 0.00 |
REPAY HLDGS CORPSOLE | COM CL A | 9.24M | SH | $24.03M 11.96% | 9.24M | 0.00 | 0.00 |
MILLERKNOLL INCSOLE | COM | 1.47M | SH | $21.28M 10.60% | 1.47M | 0.00 | 0.00 |
OPORTUN FINL CORPSOLE | COM | 3.36M | SH | $15.50M 7.72% | 3.36M | 0.00 | 0.00 |
I3 VERTICALS INCSOLE | COM CL A | 579.40K | SH | $12.96M 6.45% | 579.40K | 0.00 | 0.00 |
INTERNATIONAL MONEY EXPRESSSOLE | COM | 366.17K | SH | $5.79M 2.88% | 366.17K | 0.00 | 0.00 |
RUSH ENTERPRISES INCSOLE | CL A | 47.82K | SH | $3.16M 1.57% | 47.82K | 0.00 | 0.00 |