HXL - Tracking Robert Karr's Joho Capital Portfolio - Q4 2018 Update
This article is part of a series that provides an ongoing analysis of the changes made to Robert Karr’s 13F stock portfolio on a quarterly basis. It is based on Karr’s regulatory 13F Form filed on 02/12/2019. Please visit our Tracking Robert Karr’s Joho Capital Portfolio article for an idea on his investment philosophy and our last update for the fund’s moves during Q3 2018.
This quarter, Karr’s 13F stock portfolio value increased ~8% from $414M to $446M. The number of holdings increased from 6 to 7. The top three positions represent ~81% of the