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home / news releases / CA - Alluvial Fund Q2 2024 Portfolio Update

CA - Alluvial Fund Q2 2024 Portfolio Update

CA Inc.

2024-07-25 09:00:00 ET

Summary

  • Our portfolio is largely unchanged from last quarter, with Net Lease Office Properties still at the top.
  • McBride shares have performed well for us, up about 30% from the level of our initial purchases.
  • Talen will continue to sell off its legacy fossil fuel-burning power generation fleet and return excess capital to shareholders through buybacks.

The following segment was excerpted from this fund letter.

Portfolio Updates

Top Ten Holdings ...

For further details see:

Alluvial Fund Q2 2024 Portfolio Update
Stock Information
Company Name: CA Inc.
Stock Symbol: CA
Market: NASDAQ
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