Too early to call it a trend. All were impacted by Covid shutdowns last year but all will have nicely improved embedded value (units that are worth a heck of a lot more now than they were last year) which will flow though into realized profits in the years ahead. Those in the sector on very demanding metrics (RYM) are vulnerable to an ongoing reality check, the rest look okay to me as part of a well diversified portfolio.
Disc: Modest stake in OCA, (added a few more yesterday) and a very modest stake in ARV.