Comment by
Maxmoe on Nov 09, 2022 5:20am
Thanks for the post. Just an fyi reminder. His list used to be by size but for quite some time now it's alphabetical. Diamondback new this month or few months?
Comment by
Hoover69 on Nov 09, 2022 7:19am
If you check Morningstar, they actually list Portfolio Weightings for the Top 10. Ath makes up 6.82% of the portfolio, in eighth place. This is up from 6.65% at the end of Sept - Ninepoint bought more shares in Ath for the second month in a row. They bought Diamondback beginning in Aug but began to reduce the position in October.