O’Keefe Stevens Advisory’s Q2 2022 Investor Letter

Investment management company O’Keefe Stevens Advisory released its second quarter 2022 investor letter, which can be downloaded here. The top 5 holdings of the fund represented ~36% of the assets at the end of the second quarter of 2022. NVIDIA represents 13.5% of the portfolio and it was down ~40%. In addition, please check the top 5 holdings of the fund to see its 2022 picks.