Closed positions
Completed decisions. Each closed position keeps its note, with the full decision loop through the exit, the outcome in percentages and a closing file: what I got right, what was luck, and what changes in the process.
No closed positions yet. A position moves here once its exit is complete; its note keeps the same address. The PepsiCo exit, under way since October 2026, will be the first.
Every figure is marked by source: i filing · ii management · iii third party · H my calculation.