I like to look at Valley Forge 13F, cause Dev Kautesaria keeps a tight concentrated position, so its easy to follow and understand. The holdings are also straightforward, and mostly predictable, financial and credit scoring oligopolies, and have moats. I also find him to be among the best. His Q2 activity from April-June 2026 showed zero buys of any kind. And 4 sales, trimming his favorite and largest position FICO by 12%, SPGI by 13%, Visa by 22%, and Mastercard by 28%. Does this concern anyone, in wanting to keep cash? Seems like Dev thinks a recession or correction may be coming.