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![evfcfaddict Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::3656110581.png) Andy [@evfcfaddict](/creator/twitter/evfcfaddict) on x 15.8K followers
Created: 2025-03-27 17:42:53 UTC

Closing the books for Q1. Up ~3% ytd. Holdings in order of size:

$FILA.MI
$ROVI.MC
$EVS.BR
$KRI.AT
$DEF.DE
$DR.TO
$HEIO.AS
$ENVI.AS
$CBE.PA
$ODET.PA
$VID.MC
$SUP.L
$UD.MI
$BB.PA
$OSP2.HM
$FMX
$KITW.L
$AZE.BR
$ITD.MI
$MACF.L
$THEP.PA
$ALPM.PA
$ENGH.TO
$BRKR
$TRI.L

16,5% Cash


XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1905314594530492710/c:line.svg)

**Related Topics**
[$tril](/topic/$tril)
[$brkr](/topic/$brkr)
[$enghto](/topic/$enghto)
[$alpmpa](/topic/$alpmpa)
[$theppa](/topic/$theppa)
[$macfl](/topic/$macfl)
[$itdmi](/topic/$itdmi)
[$azebr](/topic/$azebr)

[Post Link](https://x.com/evfcfaddict/status/1905314594530492710)