On a whim today I purchased an additional 270 shares of TTT at $7.82. The more I think about TTT, the more I think it's like LUK - basically a company run by a shred/talented capital allocator who is focused on creating shareholder wealth by compounding book value. With these types of companies I'd prefer for the position size to be more than 10% of my portfolio, and with TTT spinning off one share of KHDHF for every 9 shares I wanted my position to be comfortably above the 10% threshold post spinoff.
On a side note this puts my cash position at only $23K, which feels low and makes me a little nervous given the markets recent run-up.
