Sabre Arc Capital Aug 2023 Update
$777,448.50
Sabre Arc ended August at $777,448.50, with approximately $43,000 in cash and cash equivalents and the remaining balance in securities.
Holdings
We run a concentrated portfolio, with four positions making up 55% of our total holdings, and we plan to increase this concentration in the future.
The portfolio heat map below shows the overall returns on our in…
Keep reading with a 7-day free trial
Subscribe to Becoming Berkshire to keep reading this post and get 7 days of free access to the full post archives.