Reported value
$1.9B
2026 Q2 filing
| Ticker | Company | Weight | Shares | Change |
|---|---|---|---|---|
| CVNA | CARVANA CO | 78.85% | 22,559,570 | ADDED (+396.8%) |
| HGV | HILTON GRAND VACATIONS INC | 14.48% | 5,206,856 | TRIMMED (-0.6%) |
| META | META PLATFORMS INC-CLASS A | 4.08% | 136,246 | NEW |
| VAC | MARRIOTT VACATIONS WORLD | 2.16% | 400,000 | NEW |
| SWIM | LATHAM GROUP INC | 0.32% | 922,639 | TRIMMED (-0.6%) |
Exited this quarter: COF.
Source: SEC Form 13F filing for the quarter ended Jun 30, 2026, filed Aug 14, 2026. CIK 0001697591. Change labels compare with the fund’s previous quarterly filing. 13F filings cover long positions only.
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