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Dane Capital Q4 Investor Letter

In the 4th quarter virtually all our positions performed well, several of which we’re not yet prepared to disclose. Top positions including Daseke (DSKE), which we discussed at length in our 3Q letter (and previous letters) was up ~10%, while its warrants, which we’re also long, were up approximately 20%. Limbach (LMB), which we’ve also discussed at length and which we believe remains meaningfully...