Portfolio update:
1/Malteries Franco Belges: 16,7%
2/Precia: 9,3%
3/Gaumont: 6,1%
4/Financière de l'odet:5,5%
5/Gévelot: 5,5%
6/Berkshire Hathaway B: 4,9%
7/Installux: 4,5%
8/Bac: 4,4%
9/Robertet:3,9%
10/IGE+XAO: 3,6%
11/Holland Colours: 2,9%
12/Orca exploration B: 2,6%
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Portfolio update continued
13/STEF:2,3%
14/Facebook: 2%
Companies with weight under 2%: Alpahbet, Walt Disney, Microwave Vision, Saint Jean Groupe, Txcom, Gérard perrier industries, pharmagest, Exor, Media 6, Thermador
Cash: 14,7% due to the sell of Graines Voltz andcash addition
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@FoxCastlehold
Could you share your thesis on the top 5 names? Not familiar with those stocks.
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