Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BILLINGS CAPITAL MANAGEMENT, LLC (CIK 1578258) reported $79.3M across 7 reported positions in its SEC 13F filing for 2021-12-31. Largest positions: CACC ($24.0M, 30.27%), FTDR ($13.7M, 17.30%), ALGT ($12.7M, 15.99%), MTZ ($10.4M, 13.11%), NXST ($8.5M, 10.71%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CACC | CREDIT ACCEP CORP MICH | $24.0M | 30.27% | 34,915 | Added |
| 2 | FTDR | FRONTDOOR INC | $13.7M | 17.30% | 374,479 | Added |
| 3 | ALGT | ALLEGIANT TRAVEL CO | $12.7M | 15.99% | 67,813 | Added |
| 4 | MTZ | MASTEC INC | $10.4M | 13.11% | 112,693 | Added |
| 5 | NXST | NEXSTAR MEDIA GROUP INC | $8.5M | 10.71% | 56,254 | Added |
| 6 | TPB | TURNING PT BRANDS INC | $6.0M | 7.52% | 157,929 | Added |
| 7 | WFC | WELLS FARGO CO NEW | $4.0M | 5.09% | 84,184 | Trimmed |
Source: SEC Form 13F filings · as of 2021-12-31