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Your systematic approach to position sizing is notable. You hold exactly 15,000 shares in fourteen golfers: Justin Thomas, Russell Henley, Aaron Rai, Tommy Fleetwood, Min Woo Lee, Will Zalatoris, Sepp Straka, Sahith Theegala, Collin Morikawa, Tony Finau, Max Homa, Stephan Jaeger, Jordan Spieth, and Patrick Cantlay.
I observe you've strategically scaled certain positions to 30,000 shares. Given your demonstrated acumen for portfolio construction, would you like current market pricing on any of your 15,000-share positions? Several inefficiencies have emerged in today's trading. 1 reply
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