CIK: 0001317588 · Show all filings
Period: Q2 2018 (← Previous) (Next →)
Filing Date: Aug 14, 2018
Total Value ($000): $728,099 (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value ($000) | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| CACC | CREDIT ACCEP CORP MICH | 930,000 | $328,662 | 45.1% | $208.95 | +64.3% | COM | 225310101 |
| UNH | UNITEDHEALTH GROUP INC | 837,000 | $205,350 | 28.2% | $201.55 | +5.2% | COM | 91324P102 |
| CVNA | CARVANA CO | 2,500,000 | $104,000 | 14.3% | $13.68 | +120.1% | CL A | 146869102 |
| RNR | RENAISSANCERE HOLDINGS LTD | 625,657 | $75,279 | 10.3% | $88.61 | +45.9% | COM | G7496G103 |
| IBKR | INTERACTIVE BROKERS GROUP IN | 229,899 | $14,808 | 2.0% | $9.82 | +75.6% | COM | 45841N107 |