In Q3 2023, Cedar Grove Capital Management returned 16.3% gross return compared to -3.7% for the S&P 500.

Take a look at our positions, market commentary, and portfolio thoughts.

[https://open.substack.com/pub/cedargrovecapital/p/q323-cgc-quarterly-letter?r=gs5o7&utm_campaign=post&utm_medium=web](https://open.substack.com/pub/cedargrovecapital/p/q323-cgc-quarterly-letter?r=gs5o7&utm_campaign=post&utm_medium=web)


![Image upload](https://cdn.commonstock.com/74e457a42e711e472f1362d226a5245d32b44de96cf018ae267e10e1ba2def66-611x139.png)

https://open.substack.com/pub/cedargrovecapital/p/q323-cgc-quarterly-letter?r=gs5o7&utm_campaign=post&utm_medium=web

Q3'23 CGC Quarterly Letter

Just released our Q3'23 letter.

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