Nordson (NDSN) vs. IEX and DOV: Can Semiconductor Expansion Turn Precision Manufacturing Into a Growth Story?
Is NDSN a good stock to buy? We came across a bullish thesis on Nordson Corporation on TradersPro’s Substack.
Hedge Fund Investor Letters Q3 2026
In this article, we will share the hedge fund investor letters for the second quarter of 2026.
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Latest Insider Purchases
Glenbrook bought 2,000 Senestech Inc. shares at $1.02
Glenbrook bought 28,000 Senestech Inc. shares at $0.97
Healy bought 6,933 Rapport Therapeutics Inc. shares at $21.00
Healy bought 3,772 Rapport Therapeutics Inc. shares at $21.00
Healy bought 6,395 Rapport Therapeutics Inc. shares at $21.00
Latest Insider Sales
Brophy sold 1,906 Natera Inc. shares at $425.55
Brophy sold 865 Natera Inc. shares at $426.87
Brophy sold 313 Natera Inc. shares at $425.32
Schneyer sold 3,321 Acadia Pharmaceuticals Inc shares at $20.88
Livschitz sold 10,000 Grid Dynamics Holdings Inc. shares at $12.02
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Stock Market Movers: 30 October 2026
Worst Performers 10. SNDK: SanDisk Corp. (SNDK) sheds 13.47% on AI tech selloff. 9. TXG: 10X Genomics (TXG) loses 14% ahead of health conference participation. 8.
Ultragenyx (RARE) vs. SRPT and BMRN: Can Upcoming Drug Approvals Unlock the Next Phase of Biotech Growth?
Is RARE a good stock to buy? We came across a bullish thesis on Ultragenyx Pharmaceutical Inc. on r/ValueInvesting by u/Tallwhitedude123.
Velaris Markets offers simulated prop accounts up to $100,000 with an 80% split
The two services share one brand but run on separate terms; the prop programme is an evaluation on simulated accounts, not a brokerage service.
Liontrust GF Global Innovation Fund’s Q3 2026 Investor Letter
Liontrust Investment Partners recently released its “GF Global Innovation Fund” Q3 2026 investor letter.
Liontrust Global Innovation Fund Q3 2026 Investor Letter
Liontrust Investment Partners recently released its “Global Innovation Fund” Q3 2026 investor letter.
Liontrust GF Global Dividend Fund’s Q3 2026 Investor Letter
Liontrust Investment Partners recently released its “GF Global Dividend Fund” Q3 2026 investor letter.
Greenlight Capital's Q3 2026 Investor Letter
Greenlight Capital, an investment management firm, recently released its Q3 2026 investor letter.
Operating Leverage and Financial Strength Anchor Champion Homes (SKY) Investment Thesis
Third Avenue Management, an investment management company, released its third-quarter 2026 investor letter for the “Third Avenue Small-Cap Value Fund”. The letter can be downloaded here.
Versigent (VGNT) is Unlocking Value Through Independent Growth and Capital Allocation
Third Avenue Management, an investment management company, released its third-quarter 2026 investor letter for the “Third Avenue Small-Cap Value Fund”. The letter can be downloaded here.
Third Avenue Small-Cap Value Fund’s Q3 2026 Investor Letter
Third Avenue Management, an investment management company, released its third-quarter 2026 investor letter for the “Third Avenue Small-Cap Value Fund”.
Progyny’s (PGNY) Full-Year Guidance Lowered on Utilization Headwinds
The Easterly Snow Capital Small Cap Value Fund is a U.S. open-end equity mutual fund managed by Easterly Asset Management, sub-advised by Snow Capital Management. The letter can be downloaded here.
Terex Corp. (TEX): Late-Quarter Interest Rate Sell-Off Overshadows Robust Operational Execution
The Easterly Snow Capital Small Cap Value Fund is a U.S. open-end equity mutual fund managed by Easterly Asset Management, sub-advised by Snow Capital Management. The letter can be downloaded here.
Delivery Timing Shifts Drive Guidance Cut at Astec Industries (ASTE) Despite Strong Order Bookings
The Easterly Snow Capital Small Cap Value Fund is a U.S. open-end equity mutual fund managed by Easterly Asset Management, sub-advised by Snow Capital Management. The letter can be downloaded here.
Jackson Financial (JXN): Resilient Q2 Results and Share Reduction Fuel 27% Gain
The Easterly Snow Capital Small Cap Value Fund is a U.S. open-end equity mutual fund managed by Easterly Asset Management, sub-advised by Snow Capital Management. The letter can be downloaded here.
Fiduciary Management Inc.’s Q3 2026 Investor Letter
Fiduciary Management Inc. (FMI), an independent money management firm, released its second-quarter 2026 investor letter.
Cintas Corporation (CTAS) Gains 15% as Record Q4 Margins Fuel Guidance Increase
Bristol Gate Capital Partners, an investment management company, published its Q3 2026 investor letter for the “US Equity Strategy”. The letter can be downloaded here.
The Bristol Gate U.S. Equity Strategy’s Q3 2026 Investor Letter
Bristol Gate Capital Partners, an investment management company, published its Q3 2026 investor letter for the “US Equity Strategy”.
SAP SE (SAP) Combines Decades of Enterprise Data Security with New AI Automation Tools
Aoris Investment Management released its Q3 2026 investor letter for the Aoris International Fund, reporting a strong quarter as Class A returned 3.6% (+2.4% alpha) and Class C returned 4.5% (+3.1% alpha...
Solid Earnings and Operational Execution Strengthen Cintas Corporation (CTAS)
Aoris Investment Management released its Q3 2026 investor letter for the Aoris International Fund, reporting a strong quarter as Class A returned 3.6% (+2.4% alpha) and Class C returned 4.5% (+3.1% alpha...
Aoris Investment Management’s Q3 2026 Investor Letter
Aoris Investment Management released its Q3 2026 investor letter for the Aoris International Fund, reporting a strong quarter as Class A returned 3.6% (+2.4% alpha) and Class C returned 4.5% (+3.1% alpha...
Enrollment Weakness Pressures Universal Technical Institute (UTI)
Conestoga Capital Advisors, an asset management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
EVI Industries (EVI): Exited Position Following Rapid Acquisition-Driven Expansion
Conestoga Capital Advisors, an asset management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
Darktrace and Fortinet Strengthen Climb Global’s (CLMB) Growth Profile
Conestoga Capital Advisors, an asset management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
Customer Delays Weigh on Electrovaya’s (ELVA) Revenue Outlook
Conestoga Capital Advisors, an asset management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
Slower Core Growth Challenges Hillman Solutions’ (HLMN) Risk-Reward Profile
Conestoga Capital Advisors, an asset management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
Latin American Expansion Enhances EZCORP’s (EZPW) Earnings Potential
Conestoga Capital Advisors, an asset management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
Graham Corp.’s (GHM) Shares Pull Back on Margin Compression
Conestoga Capital Advisors, an asset management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
Capital Expansion Pressures Mama's Creations’ (MAMA) Share Price
Conestoga Capital Advisors, an asset management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
Margin Expansion and Cash Generation Support Long-Term Value in Onterris (ONT)
Conestoga Capital Advisors, an asset management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
Bowman Consulting (BWMN) Benefits from Infrastructure Demand
Conestoga Capital Advisors, an asset management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
Full-Year Revenue Guidance Hike Drove Alpha Teknova (TKNO) Higher
Conestoga Capital Advisors, an asset management company, released its third-quarter 2026 investor letter. The letter can be downloaded here.
Moon Capital Management's Q3 2026 Investor Letter
Moon Capital Management an investment management company, recently released its Q3 2026 investor letter.
Clough Capital's Q3 2026 Investor Letter
Clough Capital Partners L.P., an investment management company, recently released its Q3 2026 investor letter.
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