Does anyone have access to the most recent November top 40 holdings? I expect that management may be feeling the heat from the big boys. I am very slightly comforted by the fact that the top 3 or 4 seem to be hanging in. Could they have been given some reassurance (off the record) by management? Illegal but I am sure it goes on all the time? Does anyone have a trail of holdings to indicate whether the top 4 have reduced their holdings?
PB
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