Ann: CVF Monthly Update and NTA Per Share at 31 March 2020, page-5

Oily, you beat me to the mark. I was thinking the same about Carnival... for it now to be their second biggest holding. ? A 40% discount to asset backing ? Worth topping up do you think, given their indecision about the way the fund will be for the future ?
Certainly amazing some of the stocks they pick and the geographic areas they select from.
Ive always said that the monthly report is like a lucky dip, you never know what you will end up with, and this months is no different.