Holdings
| LOAR LOAR HOLDINGS INC | $2.87B | 46.0% | 38,434,378 | — | — | Held |
| LAD LITHIA MOTORS INC | $759.5M | 12.2% | 2,391,188 | — | — | Held |
| ABG ASBURY AUTOMOTIVE GROUP | $503.1M | 8.1% | 2,108,540 | — | — | Held |
| META META PLATFORMS INC-CLASS A | $355.2M | 5.7% | 620,547 | — | — | Held |
| GOOGL ALPHABET INC-CL A | $342.8M | 5.5% | 2,067,195 | — | — | Held |
| CPNG COUPANG INC | $319.6M | 5.1% | 13,017,964 | — | — | Held |
| ET ENERGY TRANSFER LP | $286.2M | 4.6% | 17,834,322 | — | — | Held |
| UHAL/B U-HAUL HOLDING CO-NON VOTING | $245.1M | 3.9% | 3,403,736 | −141,484 | −4.0% | Reduced |
| WTW WILLIS TOWERS WATSON PLC | $212.3M | 3.4% | 720,779 | — | — | Held |
| SGI SOMNIGROUP INTERNATIONAL INC | $196.6M | 3.2% | 3,600,000 | — | — | Held |
| CWH CAMPING WORLD HOLDINGS INC-A | $75.3M | 1.2% | 3,108,808 | −2,000,000 | −39.1% | Reduced |
| UTE0 CANTALOUPE INC | $53.1M | 0.9% | 7,180,000 | — | — | Held |
| NUVB NUVATION BIO INC | $8.7M | 0.1% | 3,811,513 | — | — | Held |
| UHAL U-HAUL HOLDING CO | $2.8M | 0.0% | 36,401 | −38,604 | −51.5% | Reduced |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.