summary

  • The Guru took up a new position in Naspers.
  • He sold Prosus and Flutter Entertainment.
  • Romick trimmed his Glencore and BroadcomAVGO
     investments.

Steven Romick (trade, portfolio) disclosed its portfolio for the fourth quarter of 2022 earlier this month.

Part of a Los Angeles-based investment firm First Pacific Advisors (trade, portfolio) the guru manages the FPA Crescent Fund together with Brian Selmo and Mark Landecker. The fund will take both long and short positions…



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