Relaxation period was over for David. Full speed forward with plenty of actions going on!
The new holdings are:
Amaya - Online gambling.
Amerco - North America's
largest “do-it-yourself” moving and storage
operator.
Amerisourcebergen - A distributor of pharmaceutical products.
Arris - A telecommunications equipment company.
Calpine - A power generation company. Mainly gas.
F M C - A service and equipment provider for power companies.
Hertz Global Holding - The car rental etc company.
Perrigo - A pharmaceutical manufacturing company.
Quorum Health - Operates hospitals etc.
Rite Aid - A drug store chain.
Vaneck Vectors ETF - Offer all kind of investments...
Conclusion: 11 new companies added to the portfolio and 10 were kicked out so David was up around 40% turnover of holdings and this only includes the "snap-shot" that we get from SEC. I always get a feeling of desperation when I see these kind of things but I am sure that is wrong.
Source: SEC
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