RE:Dry PowderGood move. Imo you won't look back . Targets are mostly close to the $ 250ish range , one has a TP at $288 . We're good holding.
As far as portfolio management , overweighted so won't be adding . Fortunately , I took a position In KXS shortly after it's IPO in 2014 and have been on house money for a while now.