s g

@shadow-gardener.bsky.social

4 months ago

Current portfolio by size (excluding various <1% positions)

Keros Therapeutics #KROS
Karelia Tobacco Company #KARE.AT
Goodheart-Willcox #GWOX
Gravity #GRVY
Playway S.A. #PLW.WA
Windrock Land Company #WRLC
OTC Markets Group #OTCM
Constellation Software #CSU.TO
[Undisclosed] arb

s g

@shadow-gardener.bsky.social

6 months ago

Current portfolio by size (excluding various <1% positions)

Karelia Tobacco Company #KARE.AT
Gravity #GRVY
Playway S.A. #PLW.WA
Goodheart-Willcox #GWOX
Windrock Land Company #WRLC
OTC Markets Group #OTCM
Constellation Software #CSU.TO
[Undisclosed] arbitrage

s g

@shadow-gardener.bsky.social

9 months ago

Current portfolio by size (excluding various <1% positions)

PlayWay S.A. #PLW.WA (since 2022)
Karelia Tobacco Company #KARE.AT
Gravity #GRVY
Windrock Land Company #WRLC
Goodheart-Willcox #GWOX
Constellation Software #CSU.TO (2022)
OTC Markets Group #OTCM (2020/21)