Crayon Group Holding ASA

• SI Symmetry Invest Newsletter ↗ Symmetry used market volatility to build positions in McBride, Horizon Kinetics, Freetrailer and SoftwareOne. It argues that short investor attention spans create bargains in durable businesses outside the AI theme, while AI can strengthen SoftwareOne’s advisory role. The portfolio was sharpened through additions to high-conviction ideas and exits from weakened theses. H1 2026 FREETR HKHC $361MMCB $413M +2

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