@arcticinstincts Q1 13F reports holdings as of March 31st
Look at these stocks as of that date. Then come back to your post and thesis. Iโm sure there will be new perspective
@TrendSpider Q1 2026 13F is current as of March 31...
1. if he had those positions on Mar 31 and held..
2. following 6+ week old positions seems mindless and disregarding primary relevance