Post by
mouserman on Dec 07, 2023 8:29am
Latest update shows DFN lowering cash position to 14%
So it appears the Quadravest managers kept a decent amount of cash, but did put more into some of the beaten up names. Looks as tho they did not add to SU, more likely reduced , but bumped most of the other names .
Comment by
nadomow776 on Dec 07, 2023 10:20am
If you check the filings they have been buying the cap shares and prefs in the market presumably due to the discount to NAV
Comment by
flamingogold on Dec 07, 2023 11:53am
Good catch. Lots of buying in Oct and Nov. Total number of shares repurchased and cancelled were... 1,311,100 Class A 332,900 Preferred All accretive to the share price. https://ceo.ca/api/sedi/?symbol=DFN&amount=&transaction=&insider=