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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | CREDIT ACCEP CORP MICH | $608.5M | 1436951 | 44.58% |
| 2 | CIMPRESS PLC | $263.7M | 3612560 | 19.32% |
| 3 | WORLD ACCEP CORPORATION | $204.2M | 1512424 | 14.96% |
| 4 | WAYFAIR INC | $174.7M | 2322401 | 12.80% |
| 5 | BRITISH AMERN TOB PLC | $53.8M | 920100 | 3.94% |
| 6 | LENNAR CORP | $28.0M | 323000 | 2.05% |
| 7 | AVANTOR INC | $20.4M | 2600000 | 1.49% |
| 8 | BOSTON BEER INC | $10.4M | 45000 | 0.76% |
| 9 | RYERSON HLDG CORP | $674K | 30000 | 0.05% |
| 10 | HEARTLAND EXPRESS INC | $624K | 60000 | 0.05% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.