Biggest investment holdings.

Been watching ARG for a long time intending to jump on board and it occurred to me that this horrible mess at CBA + TLS stinking it up could impact ARG at least in the short-medium term.

I noted that 5% of ARG portfolio is in CBA, and 3.5% in TLS. I know it's early days until next reports are released and these two might be offset somewhat by gains in others but the net tangible backing of ARG shares must have taken a bit of a hit over the last couple of weeks or so.

Could this filter through as a dipping ARG share price or is she likely to hold firm unless things get ugly/uglier?