Hedge Fund - Blue Grotto Capital
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Last updated on based on SEC 13F filings Last update:
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| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | SN | 662,928 | $100,944,046 | -2% | 8.43% | ||
| 2. | TLN | 261,026 | $100,301,850 | +19% | 8.37% | ||
| 3. | TSM | 184,668 | $88,191,897 | +6% | 7.36% | ||
| 4. | CACI | 170,734 | $79,094,234 | +17% | 6.6% | ||
| 5. | RBA | 584,062 | $68,014,020 | +30% | 5.68% |
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