Cedar Grove Capital Management

Cedar Grove Capital Management

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Cedar Grove Capital Management
Cedar Grove Capital Management
CGC Portfolio Position Update #5
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Portfolio Updates

CGC Portfolio Position Update #5

Changes made to our portfolio as of 06.02.2023

Jun 05, 2023
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Cedar Grove Capital Management
Cedar Grove Capital Management
CGC Portfolio Position Update #5
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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”

  1. Added 2 net new positions

  2. Resized 6 …

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