Kraft Heinz is roughly 5% of the portfolio and fell ~25%. NAV closed Friday at $1.70 (before Kraft Heinz fell). Assuming the rest of the portfolio remains unchanged, the impact of Kraft Heinz would bring NAV down to ~$1.68. The majority of the other top 10 holdings closed green on Friday, so I wouldn't expect it to fall anymore than that come Monday. Not ideal, but far from a disaster.
Ann: Weekly NAV, page-3
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