Primoris: A Dance of Greed and Salvation in the Market’s Abyss

The fund’s stake, a mere 1.05% of its $872.25 million AUM, is a paltry offering compared to its top holdings: Credo Technology Solutions ($12.93 million), Kratos Defense ($12.49 million), and StrataSkin ($9.89 million). Yet here lies the irony-the fourth-largest holding, a company whose shares had already soared 50.2% over the past year, now outperforms the S&P 500 by 37.14 percentage points. What madness drives men to chase their own tail, to invest in what has already been crowned?






