Frank Takens

Vrla.pa

Sold most of my HAL.AS, EXO.AS and HYDRA.AS, added the proceeds to GDWN.L and FFH.TO.

Last week I bought small positions in Vidrala (VID.MC), Verallia (VRLA.PA) and Heineken Holding (HEIO.AS).

Hi there, I’m new to the forum, so maybe its good to give a short introduction before getting on topic. After lurking for a couple of years (& getting a lot of value) I decided to get a membership. I found the forum trough my Fairfax research. I’m 35 years old, married and have two kids. I live in Holland and invest part time. I work in real estate and before that in banking and insurance. Now the get on topic. My portfolio has 7 meaningful (95% of pf) positions. Hal Trust Investment Latour AB Hydratec NV Exor NV FRP Holdings Goodwin PLC Fairfax Financial