What's everyone's take right now? Clearly Klarman sold about $1.3M shares last quarter, but still has over 9M shares... unless he's selling more this quarter.Still little downside as I see it, but Klarman reducing makes me uneasy.
Not sure if the selling reflects a view on the company. They've been returning money to their investors and this could simply be resizing of the portfolio given a lower level of AUM. But who knows.
It's hard to see how it reflects a negative view of ENZN, considering it's still one of his largest stakes.