Unfortunately I don't think I swung hard enough, CLT is ~6% of my NAV at the moment.
I'm not usually a purchaser of distribution businesses, as you know.
Regardless, 12 months ago I would have allocated maybe ~10-20% of the portfolio but I'm still in a conservative posture after the scarring from 2020.
Give me some time to recover please
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Unfortunately I don't think I swung hard enough, CLT is ~6% of...
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