Sunday thoughts

Who has ever heard of Patrick Industries, Trinity, Greenbriar, or Valmont.  They are among the five or ten largest holding here along with Google, Apple, Facebook, Costco, and Ebay. How did these  four stocks get here.  They were early holdings of Jeff Gendell, who I copycatted for some years.  They survived his calamitous fall.  Now each of them is among our largest holdings,  so much so that trimming some is in my mind.  Trinity is now our largest holding after Apple.  That just slipped up and up.  How can it be   Buy and hold seems to work with good companies.  You wait and the market catches up.