The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ALPHABET INC | CAP STK CL A | 02079K305 | 376,539,569 | 2,067,195 | SH | SOLE | 2,067,195 | 0 | 0 | ||
ASBURY AUTOMOTIVE GROUP INC | COM | 043436104 | 480,473,010 | 2,108,540 | SH | SOLE | 2,108,540 | 0 | 0 | ||
CAMPING WORLD HLDGS INC | CL A | 13462K109 | 91,243,311 | 5,108,808 | SH | SOLE | 5,108,808 | 0 | 0 | ||
CANTALOUPE INC | COM | 138103106 | 47,388,000 | 7,180,000 | SH | SOLE | 7,180,000 | 0 | 0 | ||
COUPANG INC | CL A | 22266T109 | 272,726,346 | 13,017,964 | SH | SOLE | 13,017,964 | 0 | 0 | ||
ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 | 289,272,703 | 17,834,322 | SH | SOLE | 17,834,322 | 0 | 0 | ||
LITHIA MTRS INC | COM | 536797103 | 603,655,411 | 2,391,188 | SH | SOLE | 2,391,188 | 0 | 0 | ||
LOAR HOLDINGS INC | COM SHS | 53947R105 | 2,052,780,129 | 38,434,378 | SH | SOLE | 38,434,378 | 0 | 0 | ||
META PLATFORMS INC | CL A | 30303M102 | 312,892,208 | 620,547 | SH | SOLE | 620,547 | 0 | 0 | ||
NUVATION BIO INC | COM CL A | 67080N101 | 11,129,618 | 3,811,513 | SH | SOLE | 3,811,513 | 0 | 0 | ||
TEMPUR SEALY INTL INC | COM | 88023U101 | 170,424,000 | 3,600,000 | SH | SOLE | 3,600,000 | 0 | 0 | ||
U HAUL HOLDING COMPANY | COM | 023586100 | 4,630,059 | 75,005 | SH | SOLE | 75,005 | 0 | 0 | ||
U HAUL HOLDING COMPANY | COM SER N | 023586506 | 212,784,104 | 3,545,220 | SH | SOLE | 0 | 0 | 3,545,220 | ||
WILLIS TOWERS WATSON PLC LTD | SHS | G96629103 | 188,945,007 | 720,779 | SH | SOLE | 720,779 | 0 | 0 |