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 | 705,556 | $78,951,717 | +72% | 8.11% | ||
| 2. | MKSI | 415,500 | $66,396,901 | +97% | 6.82% | ||
| 3. | SE | 510,000 | $65,060,700 | +42% | 6.69% | ||
| 4. | TLN | 160,163 | $60,035,499 | NEW | 6.17% | ||
| 5. | CRH | 448,209 | $55,936,483 | +25% | 5.75% |
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