New York, NYCIK 17988604 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
6 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Credit Accep Corp Mich | 68.2K | $30.24M | 35.7% | 0 | Held |
| 2 | Charter Communications Inc N | 87.3K | $18.23M | 21.5% | +21.5K | Added |
| 3 | Aercap Holdings NV | 78.7K | $11.32M | 13.4% | 0 | Held |
| 4 | Hilton Grand Vacations Inc |
| 217.9K |
| $9.75M |
| 11.5% |
| +40.0K |
| Added |
| 5 | British Amern Tob PLC | 141.0K | $7.98M | 9.4% | −24.0K | Reduced |
| 6 | Americas Car-Mart Inc | 286.6K | $7.24M | 8.5% | 0 | Held |