New Portfolio

Uncategorized Mar 17, 2022

Below is our new portfolio with approximate pricing based on Wednesday's close. We will re-enter the market tomorrow - Thursday at 12:00 noon.

    Wed close 12.5% +10%
NUE Nucor Corp.          135.11 118.22 148.62
STLD Steel Dynamics            75.01 65.63 82.51
CF CF Industries            88.16 77.14 96.98
KNSL Kinsale Capital          217.24 190.09 238.96
MATX Matson Inc          115.35 100.93 126.89
RS Reliance Steel & Aluminum          189.47 165.79 208.42
DAR Darling Ingredients            73.90 64.66 81.29
FMC F M C Corp          126.13 110.36 138.74
CPE Callon Petroleum            53.68 46.97 59.05
GSL Global Ship Lease            28.87 25.26 31.76

As always, I will distribute final pricing Thursday afternoon.

 Good luck and stay tuned.

Duncan Campbell

Close

50% Complete

Two Step

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.