. . The portfolio was up 9.7% on the week last week. Recent Free Pieces: GRNT - https://seekingalpha.com/article/4638128-granite-ridge-secondary-creates-buying-opportunity CIVI - https://seekingalpha.com/article/4639252-civitas-resources-bolsters-its-permian-position-with-low-priced-acquisition Holdings Watch: Busy week. We added to 4 of our oilier E&P holdings including our largest holding, We added to one of our sand names, And we added to one EBOS play. The trading […]