Portfolio (Quarterly)
Guide ↗
CRCM LP
· CIK 0001483234| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | GRAL | GRAIL INC | Healthcare | 1,072,374 | $91.8M | 31.01% | SOLD |
| 2 | HHH | HOWARD HUGHES HOLDINGS INC | Real Estate | 612,839 | $48.9M | 16.52% | SOLD |
| 3 | WBD | WARNER BROS DISCOVERY INC | Communication Services | 1,500,000 | $43.2M | 14.61% | SOLD |
| 4 | — | AVIDITY BIOSCIENCES INC | — | 202,370 | $14.6M | 4.93% | SOLD |
Sector Allocation
Financial Services
92.9%
Consumer Cyclical
5.5%
Healthcare
1.6%