Rebalancing the Portfolio

Closing 3 positions, reducing another 4, and redeploying capital into 9 existing portfolio positions

Jun 20, 2025

∙ Paid

Hello Fellow Sharks,

I'm rebalancing the portfolio to optimize returns and manage risk effectively (please see the bottom of this email for the trade alert details).

Today, I'm closing three positions: PRTH, ZIM, and PGR. These closures are driven by my conviction that our capital can find stronger growth opportunities elsewhere in our existing holdings.

A…

Rebalancing the Portfolio

Closing 3 positions, reducing another 4, and redeploying capital into 9 existing portfolio positions

This post is for paid subscribers