New Portfolio - Final Pricing

Mar 17, 2022

We re-entered the market today at noon EDT.

Below are final official portfolio prices together with upside and downside stop points.

    Thu noon 12.5% +10%
NUE Nucor Corp.          134.54         117.72        147.99
STLD Steel Dynamics            80.25           70.22          88.28
CF CF Industries            90.01           78.76          99.01
KNSL Kinsale Capital          218.14         190.87        239.95
MATX Matson Inc          117.77         103.05        129.55
RS Reliance Steel & Aluminum          191.09         167.20        210.20
DAR Darling Ingredients            73.73           64.51          81.10
FMC F M C Corp          126.13         110.36        138.74
CPE Callon Petroleum            57.57           50.37          63.33
GSL Global Ship Lease            29.49           25.80          32.44

Good luck and please stay tuned.

Duncan Campbell

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