NEW YORK, NY
Allocation by class
Portfolio Concentration
Top 3 weight
80.5%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 599.04K
Full voting authority
599.04K
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 |
|---|---|---|---|---|---|---|---|
CREDIT ACCEP CORP MICHSOLE | COM | 47.27K | SH | $30.10M 38.71% | 47.27K | 0.00 | 0.00 |
CHARTER COMMUNICATIONS INCSOLE | CL A | 142.83K | SH | $20.31M 26.12% | 142.83K | 0.00 | 0.00 |
HILTON GRAND VACATIONS INCSOLE | COM | 232.20K | SH | $12.16M 15.64% | 232.20K | 0.00 | 0.00 |
BRITISH AMERN TOB PLCSOLE | SPONSORED ADR | 126K | SH | $7.78M 10.01% | 126K | 0.00 | 0.00 |
AERCAP HOLDINGS NVSOLE | SHS | 50.73K | SH | $7.40M 9.51% | 50.73K | 0.00 | 0.00 |