ive read their feb/march reports and it says they already had an...

ive read their feb/march reports and it says they already had an interest in us so i wonder if this has upped their holding or not. we are their tenth biggest holding, havnet really looked into many of the other stocks on this list

Our top 10 holdings at 31 March 2018 were: Rank Holding Percentage Equity Weighting Percentage Portfolio Weighting 1 United Overseas Australia (UOS.ASX) 11.2% 8.8% 2 Kangaroo Plantation (KPT.ASX) 10.5% 8.3% 3 Global Construction Services (GCS.ASX) 6.8% 6.6% 4 APN Regional Property (APR.NSX) 5.5% 5.4% 5 Blackwall Limited (BWF.ASX) 4.7% 4.3% 6 Undisclosed 4.0% 3.1% 7 Shriro Limited (SHM.ASX) 3.4% 2.7% 8 Redbubble (RBL.ASX) 3.4% 2.7% 9 Undisclosed 3.2% 2.5% 10 Locality Planning (LPE.ASX) 3.0% 2.4%

it also states that they owned us as at 28 feb also though so i dont know if this amount will increase in the april report.

this performance chart shows they are fairly above average.

	Column 1	Column 2	Column 3	Column 4	Column 5	Column 6
0	01/04/11 to 15/08/17	One Month	One Year	3 Years Annualised	5 Years Annualised	Since Inception Annualised
1	EGP Capital	1.10%	12.86%	14.18%	19.11%	16.05%
2	Benchmark	0.76%	8.99%	6.96%	12.05%	7.93%
3	Value Added	0.34%	3.87%	7.22%	7.06%	8.12%

if anyone can be bothered going through their month by month blog you might be able to find a bit of a write up on their lpe interest.