New Portfolio

Uncategorized Mar 25, 2022

Below is our new portfolio with approximate pricing based on Thursday's close.

We will re-enter the market Friday noon.

    Thu close -12.5% +10%
STLD Steel Dynamics 88.66 77.58 97.53
NUE Nucor Corp. 153.52 134.33 168.87
CMCL Caledonia Mining 16.00 14.00 17.60
MPWR Monolithic Power 494.62 432.79 544.08
RGLD Royal Gold 140.28 122.75 154.31
AMD Advanced Micro Devices 120.53 105.46 132.58
AMPH Amphastar Pharma 35.77 31.30 39.35
AGCO A G C O Corp 143.00 125.13 157.30
DAR Darling Ingredients 78.74 68.90 86.61
DAC Danaos Corp. 102.41 89.61 112.65

As always we will distribute final pricing later Friday afternoon.

Good luck and stay tuned.

Duncan Campbell

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