1.09.2025

Uneven distribution

As of December 31, 2024, Main Street Capital Corporation Common Stock (MAIN) is by far our largest single holding. Given that we have no intention of making any further acquisitions of (MAIN), I am confident that (MAIN)'s 13.7% share of the portfolio's total value will have declined by the end of next year.

Click to enlarge

No comments:

Post a Comment

Never make politics out of investments, part 2

Another investor who includes political values. In an interview with the online newspaper Affaersvaerlden , Per H Boerjesson, CEO of Invest...