Pool Corporation (NASDAQ:POOL)'s Shares Beats Earnings Estimates
Brasada Capital Management, an investment management company, released its Q2,2022 Investor Letter, a copy of which can be downloaded here.
Fund Name: | Brasada Capital Management |
Manager | Mark Mcmeans |
Portfolio Value | $445,611,000 |
Change This QTR | +0.42% |
No. | Security | Ticker | Shares | Value (x$1000) | Activity | % Port | History |
---|---|---|---|---|---|---|---|
1. | Spdr Ser Tr | 388,793 | $35,571 | +89% | 7.98% | ||
2. | GOOG | 8,457 | $18,430 | -1% | 4.13% | ||
3. | MSFT | 67,400 | $17,310 | -5% | 3.88% | ||
4. | WCN | 129,706 | $16,078 | -3% | 3.6% | ||
5. | DHR | 59,341 | $15,044 | -5% | 3.37% |