2024-04-26 11:05:00 ET
Summary
- P10, Inc. was a top Alluvial Fund holding for several years, but in March, I decided to sell our entire position.
- I still like P10 - their business model is one of the world's best.
- Looking around, I could no longer justify owning PX over any of several other potential holdings.
The following segment was excerpted from this fund letter.
P10, Inc. ( PX )
You may notice a conspicuous absence in our top holdings list. P10, Inc. was a top Alluvial Fund holding for several years, but in March, I decided to sell our entire position. We parted with our last shares a few days ago. This was a difficult decision, but one I believe was necessary and thoroughly considered....
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For further details see:
Alluvial Capital - P10, Inc.: Not On My 'Best Risk-Adjusted Ideas' List