I recently updated the 'Current Holdings' page on my blog today. The major changes to my portfolio worth noting are the complete liquidation of Discovery Communications (DISCA), which was sold for approximately 40% profit, and the complete liquidation of Cree (CREE), which was sold for approximately 12% profit.
I have also added considerably to my Chipotle Mexican Grill (CMG) holding, which is now my third largest position behind Under Armour (UA) and MasterCard (MA).
Phil
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