Paul,
You might be glad that CMGI has increased its stake in MTHR from 1,330,000 to 2.349.000 recently. Courtesy Zen's table.
Other major changes with approx. resulting cash:
YHOO: 3,853,946 to 2,944,000 =>> +150 M$
VNTR: 3,891,342 to 2,987,000 =>> +60 M$
OMKT: 500,000 to 126,000 =>> +15 M$
IFMX: 100,000 to 143,000 =>> -0.8 M$
MSGI: 2,321,084 to 2,252,000 =>> +1.5 M$
VCNT: 6,370,000 to 10,356,000 =>> -150 m$
USWB: 0 to 100,000 =>> -4 M$
TIXX: 0 to 1,469,000 =>> -10 M$
MAIL: 0 to 98,000 =>> -1.5 M$
WHIT: 0 to 121,000 =>> -5.5 M$
(from these transactions: +50 M$)
cash: 2.5B$ to 0 (don't understand this one!; did Zen forget to include 2.5B$ cash? it would make the NAV very consistent sequentially) |
