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# ![@berktacyildiz Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1741064416085315584.png) @berktacyildiz Berk Taçyıldız

Berk Taçyıldız posts on X about $cpri, $linc, $mcft, $are the most. They currently have XXX followers and X posts still getting attention that total XX engagements in the last XX hours.

### Engagements: XX [#](/creator/twitter::1741064416085315584/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1741064416085315584/c:line/m:interactions.svg)

- X Week XXX -XX%
- X Month XXX -XX%
- X Months XXXXX -XX%
- X Year XXXXXX +50%

### Mentions: X [#](/creator/twitter::1741064416085315584/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1741064416085315584/c:line/m:posts_active.svg)

- X Week X no change
- X Month X -XX%
- X Months XX -XX%
- X Year XX +28%

### Followers: XXX [#](/creator/twitter::1741064416085315584/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1741064416085315584/c:line/m:followers.svg)

- X Week XXX -XXXX%
- X Month XXX +6.30%
- X Months XXX +47%
- X Year XXX +100%

### CreatorRank: undefined [#](/creator/twitter::1741064416085315584/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1741064416085315584/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  XX%

**Social topic influence**
[$cpri](/topic/$cpri) #185, [$linc](/topic/$linc) #2, [$mcft](/topic/$mcft) #1, [$are](/topic/$are) #35, [$nclh](/topic/$nclh) #9, [$ahh](/topic/$ahh) #2, [since inception](/topic/since-inception) 50%, [ahh](/topic/ahh) 50%, [$nomd](/topic/$nomd) #1, [$oxm](/topic/$oxm) #4

**Top assets mentioned**
[Capri Holdings Limited (CPRI)](/topic/$cpri) [Alexandria Real Estate Equities Inc (ARE)](/topic/$are) [Norwegian Cruise Line Holdings, Ltd. (NCLH)](/topic/$nclh) [Nomad Foods Limited (NOMD)](/topic/$nomd) [Lennar Corporation (LEN)](/topic/$len) [Expedia Group Inc (EXPE)](/topic/$expe)
### Top Social Posts
Top posts by engagements in the last XX hours

"Portfolio at the end of September (Posting X day early) YTD:26.76% Since Inception (2022): XXXXX% Cash: XXXX% $MCFT $ARE $NCLH $LINC $AHH $CPRI $LEN $LQDT $EXPE $GIII New positions: $LINC: Skilled-trades educator. Campuses typically turn EBITDA-positive by year X. Up XX% since buy. Govt exposure = risk but labor shortage = tailwind. Modeling FY27 EBITDASBCmaint. capex $65m. LT guidance update in Nov. $AHH: BBB-rated REIT. XX% occ. (retail/office/multifamily). Low-end NFFO/sh $XXXX. Less construction more predictable. Renewal spreads XX% in office/retail. Debt mostly fixed/hedged. $LQDT:"  
[X Link](https://x.com/berktacyildiz/status/1972968588030996650)  2025-09-30T10:15Z XXX followers, XXX engagements


"Portfolio at the end of October YTD: XXXXX% Since Inception (2022): XXXXX% Cash: XXX% $MCFT $ARE $NCLH $LINC $AHH $OXM $NOMD $CPRI Down XX% in Oct. US Consumer sentiment is low and cyclicals are hated so Im leaning in. Trimmed/sold a few to concentrate into more undervalued ideas. Looks like adding to losers 🙂 Buffett: Ill take lumpy 15%+ over smooth lower returns. New positions: $NOMD: EU frozen foods. Some debt but steady category consistent cash generation good dividend yield; deleveraging path intact. $OXM: Tommy Bahama core customer 45+yrs/$100k+ income; not fast fashion."  
[X Link](https://x.com/berktacyildiz/status/1984930956067663978)  2025-11-02T10:29Z XXX followers, XXX engagements


"Portfolio at the end of November YTD: XXXXX% Since Inception (2022): XXXXX% Cash: X% $MCFT $ARE $NOMD $OXM $NCLH $LINC $AHH $CPRI Reviewing position sizes. Id planned to add cash so weights would be lower but for now I cant add new capital"  
[X Link](https://x.com/berktacyildiz/status/1995759703297601864)  2025-12-02T07:39Z XXX followers, XXX engagements