CGC Portfolio Position Update #5
www.cedargrovecm.com
CGC Portfolio Position Update #5
Changes made to our portfolio as of 06.02.2023
Hello everyone! This post will be on the lighter side given that March was definitely a “wait and see” kind of month.
Since our update at the beginning of May, “CGC”
Added 2 net new positions
Resized 6 …
Keep reading with a 7-day free trial
Subscribe to
Cedar Grove Capital Management
to keep reading this post and get 7 days of free access to the full post archives.