Portfolio

Position Exit: GigaCloud(GCT), Position Increase: Edenred (EDEN.PA)

Portfolio update effective at today’s close (November 7, 2025)

Nov 7 •

Position Increase - B&M European Value Retail (BME.L)

I'm increase my position in B&M European Value Retail (BME.L) by 16.7%, effective as of today’s close (October 20th).

Oct 20 •

September 2025 Portfolio Update - YTD: 18.7%

Jan–Sep 2025: +18.7% YTD, beating ACWI (+18.6%), SPY (+14.7%), and RSP (+9.7%).

Oct 1 •

Position Increase - Catana Group SA (ALCAT.PA)

I will increase my position in Catana Group SA (ALCAT.PA) by 9.1%, effective as of today’s close (September 29th).

Sep 29 •

New Position - Edenred (EDEN.PA)

Opening a new small position in Edenred (EDEN) as of today’s close, September 23, at the current price levels, representing 2.4% of the portfolio.

Sep 23 •

Position Increase - Catana Group SA (ALCAT.PA)

I will increase my position in Catana Group SA (ALCAT.PA) by 10.0%, effective as of today’s close (September 22nd).

Sep 22 •

Portfolio Update: Increase McBride (MCB.L), Decrease GigaCloud (GCT), New Position Toya (TOA.WA)

Adding McBride plc (+16.7%), cutting GigaCloud Technology Inc. (−50%), and initiating Toya S.A effective at today’s close (September 16).

Sep 16 •

Position Decrease - GigaCloud Technology Inc (GCT)

I’m reducing my GCT position by 33.3% effective at today’s close (September 12).

Sep 12 •

Position Increase - McBride (MCB.L)

I will increase my position in McBride (MCB.L) by 28.2%, effective as of today’s close (September 11th)

Sep 11 •

Position Increase - Catana Group SA (ALCAT.PA)

I will increase my position in Catana Group SA (ALCAT.PA) by 13.6%, effective as of today’s close (September 8th)

Sep 8 •

August 2025 Portfolio Update - YTD: 16.1%

Jan–Aug 2025: +16.1% YTD, beating ACWI (+14.4%), SPY (+10.7%), and RSP (+8.6%).

Aug 31 •

Portfolio Rotation: Exiting Mercedes-Benz Group (MBG.DE); Initiating McBride plc (MCB.L)

I’m fully exiting Mercedes-Benz Group and initiating McBride plc, effective at today’s close (August 26).

Aug 26 •

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