Niagen Bioscience (NAGE): Can Its NAD+ Business Drive the Next Leg of Growth?
Gabelli Investment Management Firm recently released its "Mini Mites Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Hedge Fund Investor Letters Q2 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
Scully bought 162,000 Prothena Corp Public Ltd Co shares at $8.68
Nippon bought 68,968 Corebridge Financial Inc. shares at $34.76
Nippon bought 736,814 Corebridge Financial Inc. shares at $34.10
Devincenzi bought 1,000 Universal Technical Institute Inc shares at $19.68
Fitzgerald bought 269 Kingsway Corp shares at $9.30
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Hsing sold 130 Monolithic Power Systems Inc. shares at $1,356.94
Hsing sold 10,967 Monolithic Power Systems Inc. shares at $1,351.43
Hsing sold 6,343 Monolithic Power Systems Inc. shares at $1,347.15
Hsing sold 5,783 Monolithic Power Systems Inc. shares at $1,343.76
Hsing sold 2,949 Monolithic Power Systems Inc. shares at $1,338.66
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E.W. Scripps (SSP): Could Political Ad Spending Spark a Recovery?
Gabelli Investment Management Firm recently released its "Mini Mites Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Monro (MNRO): Could a Strategic Sale Unlock More Value for Investors?
Gabelli Investment Management Firm recently released its "Mini Mites Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Madison Square Garden Sports (MSGS): Why the Knicks and Rangers Could Drive Long-Term Value
Gabelli Investment Management Firm recently released its "Value 25 Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Newmont (NEM): Why Investors Are Watching Its Free Cash Flow and Capital Returns
Gabelli Investment Management Firm recently released its "Value 25 Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Telephone and Data Systems (TDS): Can Fiber Growth and Buybacks Drive the Stock?
Gabelli Investment Management Firm recently released its "Value 25 Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Why Gabelli Still Sees Value in HubSpot Inc. (HUBS)
Gabelli Investment Management Firm recently released its "Dividend Growth Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Why The Kroger Co. (KKR) Was a Top Detractor for Gabelli
Gabelli Investment Management Firm recently released its "Dividend Growth Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Why Gabelli Waited Before Investing in Intel Corporation (INTC)
Gabelli Investment Management Firm recently released its "Dividend Growth Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Why Gabelli Bought Microsoft Corporation (MSFT) Near Its 52-Week Lows
Gabelli Investment Management Firm recently released its "Dividend Growth Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Why Gabelli Owns EchoStar Corp. (ECHO) for Its SpaceX Exposure
Gabelli Investment Management Firm recently released its "Dividend Growth Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Why Arcosa Inc. (ACA) Offers a Merger Arbitrage Opportunity
Gabelli Investment Management Firm recently released its "Dividend Growth Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Why Toyota Motor Corporation (TM) Was Hit by U.S. Tariffs
Gabelli Investment Management Firm recently released its "Dividend Growth Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
How Synaptics Buyout Shifted ON Semiconductor Corp.'s (ON) Trajectory?
TCW Funds, an investment management firm, published its second-quarter 2026 investor letter for the “TCW Relative Value Mid Cap Fund”. The letter can be downloaded here.
TCW Relative Value Mid Cap Fund’s Q2 2026 Investor Letter
TCW Funds, an investment management firm, published its second-quarter 2026 investor letter for the “TCW Relative Value Mid Cap Fund”.
American Century Exited The Timken Company (TKR) Amid Industrial Cycle Concerns
American Century Investments, an investment management company, released its second-quarter 2026 investor letter for the “American Century Investments Small Cap Value Fund.” The letter can be downloaded...
Avis Contract Termination and Lowered Guidance Pressure Verra Mobility Corporation (VRRM)
American Century Investments, an investment management company, released its second-quarter 2026 investor letter for the “American Century Investments Small Cap Value Fund.” The letter can be downloaded...
Vontier Corporation's (VNT) Earnings Resilience and Steady Share Repurchases Prompt Bullish Entry
American Century Investments, an investment management company, released its second-quarter 2026 investor letter for the “American Century Investments Small Cap Value Fund.” The letter can be downloaded...
Cardinal Infrastructure Group (CDNL): Disciplined Execution on Consolidation Strategy Creates Attractive Revenue Runway
American Century Investments, an investment management company, released its second-quarter 2026 investor letter for the “American Century Investments Small Cap Value Fund.” The letter can be downloaded...
Axcelis Technologies (ACLS) Capitalizes on Accelerating AI and Power Semiconductor CapEx
American Century Investments, an investment management company, released its second-quarter 2026 investor letter for the “American Century Investments Small Cap Value Fund.” The letter can be downloaded...
Unicycive Therapeutics Announces Resubmission of New Drug Application for Oxylanthanum Carbonate
Resubmission of NDA includes Chemistry, Manufacturing, and Controls (CMC) data from a new drug product manufacturing vendor The resubmission package includes 12 months of OLC drug product stability data...
Gas Price Decline and Hedging Losses Pressure Northern Oil and Gas (NOG)
American Century Investments, an investment management company, released its second-quarter 2026 investor letter for the “American Century Investments Small Cap Value Fund.” The letter can be downloaded...
American Century Sees Kulicke and Soffa Industries (KLIC) as a Semiconductor Growth Opportunity
American Century Investments, an investment management company, released its second-quarter 2026 investor letter for the “American Century Investments Small Cap Value Fund.” The letter can be downloaded...
AI Driven Advertising Growth Fuels Entravision Communications (EVC) Shares Strong Performance
American Century Investments, an investment management company, released its second-quarter 2026 investor letter for the “American Century Investments Small Cap Value Fund.” The letter can be downloaded...
American Century Investments Small Cap Value Fund’s Q2 2026 Investor Letter
American Century Investments, an investment management company, released its second-quarter 2026 investor letter for the “American Century Investments Small Cap Value Fund." U.S.
A $5.8B Cancer Market Opportunity Is Emerging — Why GA-Courtenay Favors ImmunityBio (IBRX)
The GA-Courtenay Special Situations Fund is an investment fund managed by Green Ash Partners. The fund focuses on special situations and high-growth equities. You can download the July letter here.
SpaceX (SPCX) Benefits From Strong Growth, Limited Selling Pressure and Expanding Demand
The GA-Courtenay Special Situations Fund is an investment fund managed by Green Ash Partners. The fund focuses on special situations and high-growth equities. You can download the July letter here.
Billionaires Love These 2 Dividend Kings
Amid inflation worries and concerns about an AI bubble, investors are looking for safe and reliable dividend plays.
This Fund Sees EchoStar (ECHO) as a Special Situation With Embedded SpaceX Upside
The GA-Courtenay Special Situations Fund is an investment fund managed by Green Ash Partners. The fund focuses on special situations and high-growth equities. You can download the July letter here.
GA-Courtenay Special Situations Fund’s Q2 2026 Investor Letter
The GA-Courtenay Special Situations Fund is an investment fund managed by Green Ash Partners. The fund focuses on special situations and high-growth equities.
Oil Price Softness and CEO Transition Weigh on Occidental Petroleum’s (OXY) Quarterly Results
Cooke & Bieler, an investment management firm, released its second-quarter investor letter for “Mid Cap Value Equity Strategy.” The letter can be downloaded here. U.S.
Fiserv (FISV) Under Pressure Amid FinTech Sector Weakness and Growth Deceleration
Cooke & Bieler, an investment management firm, released its second-quarter investor letter for “Mid Cap Value Equity Strategy.” The letter can be downloaded here. U.S.
Temporary Facility Disruption and Mixed Sentiment Drag on Ingredion’s (INGR)Performance
Cooke & Bieler, an investment management firm, released its second-quarter investor letter for “Mid Cap Value Equity Strategy.” The letter can be downloaded here. U.S.
Solid Execution and Property Expansion Support Red Rock Resorts' (RRR) Continued Growth
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “Select Strategy”. A copy of the letter can be downloaded here.
Diamond Hill Capital Sees Long-Term Value in Molina Healthcare (MOH) After Recent Pressure
Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its “Select Strategy”. A copy of the letter can be downloaded here.
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