RE:Significant Outside Position AnnouncedYou might want to look at the track record of Fax Capital, Good stockpickers imho .
They made a lot of money on People Corporation who were bought by Goldman Sachs .
Current holdings below - some of which are well up like Hamilton Thorne and Information Services Corporation
12.6% Share of portfolio fair value
As at 2021-03-31
11.9% Share of portfolio fair value
As at 2021-03-31
10.4% Share of portfolio fair value
As at 2021-03-31
8.9% Share of portfolio fair value
As at 2021-03-31
6.0% Share of portfolio fair value
As at 2021-03-31