BOCA RATON, FL
Allocation by class
Portfolio Concentration
Top 3 weight
82.8%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 12.86M
Full voting authority
12.86M
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 | 1.44M | SH | $914.96M 46.75% | 1.44M | 0.00 | 0.00 |
CIMPRESS PLCSOLE | SHS EURO | 3.61M | SH | $367.40M 18.77% | 3.61M | 0.00 | 0.00 |
WORLD ACCEP CORPORATIONSOLE | COM | 1.51M | SH | $338.53M 17.30% | 1.51M | 0.00 | 0.00 |
WAYFAIR INCSOLE | CL A | 2.32M | SH | $214.64M 10.97% | 2.32M | 0.00 | 0.00 |
BRITISH AMERN TOB PLCSOLE | SPONSORED ADR | 920.10K | SH | $56.83M 2.90% | 920.10K | 0.00 | 0.00 |
LENNAR CORPSOLE | CL A | 323K | SH | $29.23M 1.49% | 323K | 0.00 | 0.00 |
AVANTOR INCSOLE | COM | 2.60M | SH | $25.74M 1.32% | 2.60M | 0.00 | 0.00 |
BOSTON BEER INCSOLE | CL A | 45K | SH | $7.97M 0.41% | 45K | 0.00 | 0.00 |
HEARTLAND EXPRESS INCSOLE | COM | 60K | SH | $913.2K 0.05% | 60K | 0.00 | 0.00 |
RYERSON HLDG CORPSOLE | COM | 30K | SH | $738.3K 0.04% | 30K | 0.00 | 0.00 |