|
CCOI
|
US |
COGENT COMMUNICATIONS HOLDIN |
1,034,797 |
$80M |
22.67% |
-12.0%
|
- |
|
AMZN
|
US |
AMAZON.COM INC |
149,200 |
$33M |
9.31% |
-14.4%
|
- |
|
META
|
US |
META PLATFORMS INC-CLASS A |
53,500 |
$31M |
8.91% |
-12.3%
|
- |
|
ENVA
|
US |
ENOVA INTERNATIONAL INC |
302,360 |
$29M |
8.24% |
-26.3%
|
- |
|
IAC
|
US |
IAC INC |
545,000 |
$24M |
6.68% |
-23.2%
|
- |
|
GOOG
|
US |
ALPHABET INC-CL C |
117,650 |
$22M |
6.37% |
-
|
- |
|
NWSA
|
US |
NEWS CORP - CLASS A |
756,500 |
$21M |
5.92% |
-7.9%
|
- |
|
ESGR
|
US |
ENSTAR GROUP LTD |
62,000 |
$20M |
5.68% |
-59.7%
|
- |
|
LC
|
US |
LENDINGCLUB CORP |
1,060,000 |
$17M |
4.88% |
-8.6%
|
- |
|
RUSHA
|
US |
RUSH ENTERPRISES INC-CL A |
290,000 |
$16M |
4.52% |
-6.5%
|
- |
|
UHAL/B
|
US |
U-HAUL HOLDING CO-NON VOTING |
230,000 |
$15M |
4.19% |
-9.8%
|
- |
|
THRY
|
US |
THRYV HOLDINGS INC |
882,500 |
$13M |
3.71% |
39.0%
|
- |
|
BRK/B
|
US |
BERKSHIRE HATHAWAY INC-CL B |
24,500 |
$11M |
3.16% |
-
|
- |
|
TPB
|
US |
TURNING POINT BRANDS INC |
181,500 |
$11M |
3.10% |
-
|
- |
|
LGIH
|
US |
LGI HOMES INC |
46,350 |
$4M |
1.18% |
-
|
- |
|
OEC
|
US |
ORION SA |
220,000 |
$3M |
0.99% |
-61.1%
|
- |
|
DIBS
|
US |
1STDIBS.COM INC |
500,000 |
$2M |
0.50% |
13.5%
|
- |