We are reinforcing our target weighting in ARB Corp (ARB), increasing the position into current weakness.
MM is adding to ARB in the Emerging Companies Portfolio, reinforcing our 5% portfolio weight around $22
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We are reinforcing our target weighting in Catapult (CAT), increasing the position into current weakness, having previously trimmed ~$7.
MM is adding to CAT in the Emerging Companies Portfolio, reinforcing our 4% portfolio weight around $3.40
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We are increasing our target weighting in Nick Scali (NCK) to 5% (from 4%) increasing the position into current weakness.
MM is adding to NCK in the Emerging Companies Portfolio, increasing to a 5% portfolio weight around $16
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We are reinforcing our target weighting in Pinnacle Investment Management (PNI), increasing the position into current weakness.
MM is adding to PNI in the Emerging Companies Portfolio, reinforcing our 4% portfolio weight around $13
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We are reinforcing our target weighting in Zip Co (ZIP), increasing the position into current weakness.
MM is adding to ZIP in the Emerging Companies Portfolio, reinforcing our 4% portfolio weight around $1.50
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